DAC'13 Troublemaker's Panel in Austin, TX
Dean Drako - you made a killing at Barracuda Networks, why are
you still in EDA? Worked at Apple, always had a passion about
chip design. "If you think about it, the silicon industry is
the source of all the technology we use. Just like how EDA gets
downtrodden, silicon guys don't get the credit they deserve."
Google, eBay, Facebook, all the crazy Internet and medical stuff
wouldn't exist without the silicon. "I love making, helping,
delivering all the chips that change the world, dude."
Joe Costello - silicon and EDA don't get the value they deliver,
Montana is not an EVE knock-off, Intel spends more on it's PG&E
power bill for simulation than what Intel pays EDA vendors for
the simulators.
Jim Hogan - it's good that Magma is gone because they cut the
average selling prices for EDA tools.
Gary Smith - Magma hurt the EDA industry overall with its low
pricing. Killing Magma helped EDA frow.
Dean Drako - would you invest in an EDA start-up? "I never
look to sell a company." EDA has an "exit" mindset that hurts
its growth.
Jim Hogan - where's your money? Where do YOU invest, Jim?
"I took the money I got from the sale of AutoESL to Xilinx and
paid off my alimony to my ex-wife. When Einstein got $28,000
for the 1921 Nobel prize, he paid off his alimony. I figure if
the smartest guy in the world did this, I should, too." Analog,
SPICE, transistors, SW power reduction, Ageos, Japan, Hogan tax.
Joe Sawicki - Cadence buying up IP is to show 8% growth, $80
million a year. It's hard IP and VIP. Synopsys DesignWare
(particularly ARC models) pissed off ARM. Mentor tried IP and
pulled out. Strategy was good, but we had bad IP at that time.
Joe Costello - I wouldn't go back to Cadence. I'd rather build
a company from the ground up with good acquisitions on the way.
C tools were 10 years too early. Were right, but wrong time.
Joe Sawicki - "I don't agree with those who say EDA is a broken
business." Since 2001 and 2007 when EDA flatlined, you'll see
EDA was a great investment. Great returns from Big 3 plus the
acquired start-ups did well, too.
Carl Icahn and MENT - little internal drama is left. Theater
stopped 18 months ago. Icahn bought at $8, MENT is now $19,
earnings have exploded, ~20 percent operating income. All good.
Joe Costello - it was smart for MENT to spin out Catapult into
Calypto. Good move.
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