( ESNUG 482 Item 8 ) -------------------------------------------- [06/30/09]
Subject: ( ESNUG 480 #3 ) An Atoptech rival openly doubts Atoptech's claims
> First, let me say that AtopTech is doing well - even in this terrible
> business environment. We recently announced 250% growth over last year
> and our first 8 figure deal - hardly a struggling company. We've been
> operating off of revenues and have plenty of cash on hand to weather
> the storm. ... We've been growing because we have a better product that
> addresses our customers' pains in physical design. Our software is lot
> easier to use, we are focused on customer support, and continuously
> developing with new technology. Once a customer starts using our tool,
> they love what it can do for them.
>
> - Eric Thune
> AtopTech, Inc. Santa Clara, CA
From: [ An Atoptech Rival ]
Hi, John,
Interesting back and forth there with Eric, but he really danced around you.
Just rechecked with my contacts and Atoptech is not being seen in any major
accounts. Atoptech has 3 notable customer success on their website:
1: Broadcom, one division, they still use lots of Magma, this is
their 8 figure deal ...?
2: Raza - likely due to one of their leaders being an angel investor
3: Sharp - they lost the benchmark and Synopsys got a big renewel;
so what was the size of the deal, likely Araki-san has some
relationship inside, and a 2nd tier in Japan.
Atop is profitable on what revenue/expenses? What accounting method are
they using for startup funding interest?
- This profitable calculation is based on run-rate vs. revenue and
likely does not account for any time value of the money the
angel's/VC's have put in.
- What is the size of the company in terms of headcount and compare that
to either Synopsys/Cadence/Magma/Mentor in terms of team size. Synopsys
and Cadence probably has more engineers working on just placement alone
than Atop has engineers in the company?
The latest benchmark in the valley Atoptech way behind. While SNPS will
try to avoid benchmarks they don't hide from them and when the customer
insists they execute them with focus. One vendor did not play and one
dropped out in the early rounds.
Biggest momentum in P&R: Synopsys and Mentor, the dark horse is Cadence and
how they can turn their ship around.
Even though Rajiv has his sandwich board out, there are no takers...
Atop? If you follow EDA graffitti it is full of woe over the fate of any
start-ups in this economy. I don't think they have much of an exit scenario
unless Cadence gets super desparate. Yet Cadence would have a hard time
pulling off an ATOP acquisition after the latest lay-offs.
Ask both Eric and Rajeev in how they fared in the PNR benchmark at Marvell?
The answer that they won't give you is that IC Compiler kicked their butts.
Combine winning benchmarks with discount pricing and what do you get? A
major sale, PR, and lots of pressure on the small guys.
I must be anon.
- [ An Atoptech Rival ]
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