( ESNUG 525 Item 4 ) -------------------------------------------- [05/28/13]

Subject: Questions for Mike Gianfagna, VP of Atrenta

    Cooley's DAC 2013 Troublemaker's Panel

    Date/Time: Monday, June 3, 3:00-4:00 pm
    Location: Ballroom G, Austin Convention Center

    IF YOU WANT TO ATTEND THIS DAC PANEL, SIGN-UP HERE

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QUESTIONS FOR MIKE GIANFAGNA

    There's been a rumor circulating that Cadence is buying Atrenta
    for $150 M.  Do you know how that rumor started?  Is it true?

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    When is Atrenta going public?

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    Is Atrenta going to IPO?

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    Who do you think is going to buy Atrenta?

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    What response have you received from the investment community
    towards the idea of a new EDA IPO?

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    What's the ball-park price Atrenta is expecting for acquisition?

    Who are the other prospects for acquiring Atrenta besides CDNS?
    SNPS, Ansys, Mentor?

    Would Atrenta be a good fit in SNPS? If yes/no, reasons?

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    What happened to Charlie Schadewitz?  Why did he leave Atrenta?
    Was he fired?  If so, why?

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    It been 4 months and Ajoy still has no VP of Sales.  What's wrong?

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    Gianfanga -

    We have had the same "Big 3" in EDA for a very long time now.
    They have eaten or sued all the threatening challengers.
    How long can this last?

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    Why hasn't Atrenta been sued yet?  What are you doing wrong?

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    Why did NextOp go to Atrenta instead of Synopsys -- as was
    rumored to be in the works?

    After Mike bullshits about how great Atrenta is, ask him this
    question again.

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    What's been the upside of NextOp merging with you?

    What's been the downside of NextOp merging with you?

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    Ask Mike which specific companies and products he sees as either
    direct functional or indirect budget competitors to Atrenta.

    Who's his most pain-in-the-ass rival?  Why?

    Who's his joke rival?  Why?

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    Last DAC there was a rumor that Atrenta and Jasper were going to
    merge with Kathryn Kranen becoming the new CEO and Ajoy becoming
    the VP of Engineering.  What happened?  Why did this not happen?

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    Real Intent has finally woken up with Prakash getting some real
    marketing.  They now appear to be growing.

    Is Real Intent your new rival?

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    Why isn't the Atrenta CEO, Ajoy Bose, not on the EDAC Board?

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    Mike (Atrenta):

    What's your strategy to make it bigger in functional verification?

    You made an initial step via BugScope (NextOp), but will this be
    integrated under Spyglass and extend beyond the "after thought
    assertion synthesis" and move more mainstream ABV? i.e. create
    properties much before full blown test suite is ready?

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    What start-ups are you and Ajoy looking at acquiring/joining?

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    How do you respond to the criticism from IP vendors that you
    (Atrenta) are wasting their FAE's time justifying to customers
    why certain design rules should reasonably be waived?

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    Can you ask Mike G if he still goes hot tubbing in his suit?

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