( ESNUG 528 Item 2 ) -------------------------------------------- [06/14/13]
Subject: Cooley's quickie first round of after-DAC news and rumors
FRESH DIRT: Here's the first cut at all the rumors, gossip, fun quotes, and
insider stories that I picked up last week at DAC in Austin. If EDA users
and/or vendors send in more, I'll probably do a 2nd round. Enjoy. - John
---- ---- ---- ---- ---- ---- ----
- FUN QUOTE
"I'm not a Frenchie, I'm a Belgie."
- Michel Courtoy, an EDA angel investor who worked at
Quickturn, Aptix, SiPerspective, Cadence, Certess.
He speaks English with a heavy French accent.
---- ---- ---- ---- ---- ---- ----
- Wall St. rumor is Mentor bagged a whopping $77 million Veloce 2 deal
with Intel -- but Wally can't talk about it because it's Intel. The
alledged breakout is 20 boxes for 3 years; which begs the question:
Are these replacing (or in addition to) 25 EVE boxes Intel already
has? If true & "replacing", it's a BIG slap in Aart's face because
supposedly Intel told him to acquire EVE in the first place -- yet
one year later Intel goes with Veloce 2 instead of Zebu??! (Ouch!)
---- ---- ---- ---- ---- ---- ----
- After my DAC Troublemakers Panel where Joe Costello openly told
the world that there's a "need for another mid-range RTL company
in EDA", I had a small army of informants tell me that Calypto
was merging with Oasys -- and that Joe was trying to get his
EVE-Zebu-like Montana Systems in on the deal. Calypto C based
synthesis and C-to-RTL SLEC would nicely complement the set of
Oasys RTL synthesis/estimation/floorplanner tools. Calypto's
RTL PowerPro adds nicely, too. And with Big Momma Mentor's bank
roll, there'd be no more funding worries for Oasys ever again.
I also noticed Mentor and Atrenta seemed to be real good friends
at DAC -- plus that joint RTL power signoff press release before
DAC -- plus Wally and Ajoy on stage in cowboy hats kicking off the
Monday night DAC party.... Hmmm....
Is Mentor looking to add Atrenta to a Calypto/Oasys mix???
---- ---- ---- ---- ---- ---- ----
- FUN QUOTES
"But ours is better..."
- Amit Gupta, CEO of Solido, about the four other
SPICE variation vendors at the Austin DAC.
"But ours is better..."
- Harald Neubauer, CEO of MunEDA, on the four other
SPICE variation vendors at the Austin DAC.
"But ours is better..."
- Zhihong Liu, CEO of ProPlus, about the four other
SPICE variation vendors at the Austin DAC.
"But ours is better..."
- Mahmood Panjwani, CEO of Infinisim, on four other
SPICE variation vendors at the Austin DAC.
"Huh? Oh. No, really, OURS is better..."
- John Stabenow, Cadence marketing, on four other
SPICE variation vendors at the Austin DAC.
---- ---- ---- ---- ---- ---- ----
- On SPICE itself, ProPlus ran around claiming their NanoSPICE can do
1/2 billion elements. Knowing how militantly "SPICE vendor neutral"
Solido is, I should ask Amit Gupta, CEO of Solido, exactly when he
plans to have his Solido tools interface to it. [grin]
---- ---- ---- ---- ---- ---- ----
- On the Arteris front, the rumor is that both Synopsys and ARM lost
out to a surprize bidder, Qualcomm, for $75 million. The source
says all that's left is for Arteris to hammer out the "definitive
agreement" but French law complicates things. If true, $75 M means
FlexNoC will be Qualcomm's on-chip bus for quite some time to come.
---- ---- ---- ---- ---- ---- ----
- FUN QUOTE
"My company wants it to succeed. We really hope it works.
Anything to break the stranglehold Synopsys has on us."
- an EDA user at DAC asked about news Cadence Tempus
was taking on the Synopsys PrimeTime monopoly
Word on the DAC floor was CDNS had to add 6 more customer demo
sessions at odd times to meet user interest. Go Tempus!!!
---- ---- ---- ---- ---- ---- ----
- While on the DAC floor, multiple sources told me how Atoptech had
beat out Cadence Encounter in a customer benchmark at Mellanox in
Israel plus a division of Samsung is about to sign a multi-year
$4-to-$7 million per year contract for Atop PNR. No wonder Aart
wants to sue Atoptech. It's biting into his IC Compiler revenues.
I figure they're pulling in ballpark $30 million per year. Zing!
---- ---- ---- ---- ---- ---- ----
- In a related note, I ran into engineers from Marvell and Qualcomm
who complained to me they couldn't get into the Mentor Olympus-SoC
ST customer talk. Hmmm.... Does Wally know that his marketing
people are turning away PNR customers?
---- ---- ---- ---- ---- ---- ----
- Word is Synopsys has been going around to big name customers like
Broadcom, Qualcomm, Marvell, Intel, TI, AMD, etc. and outlining an
extensive new plan for SNPS to grow into the formal verification
and static verification spaces. Supposedly it'll be sold under the
"Verdi" brand name, but it is directly targeting Jasper, Atrenta,
Real Intent, Mentor 0-in, and Cadence IFV. The SNPS pitch claims
that this is not a repackaging of LEDA/Magellan/Certitude/Hector.
"Watch out, Ajoy and Kathryn -- Aart wants your customer base!"
---- ---- ---- ---- ---- ---- ----
- FUN QUOTE
"Wally's not like that."
- a Mentor employee on Aart leaving DAC early for the
Munich GSA conference that Wally was also invited to
---- ---- ---- ---- ---- ---- ----
- No news on CDNS-BDA lawsuit. Both companies still hate each other
and warn "you shouldn't do business with those guys".
---- ---- ---- ---- ---- ---- ----
- FUN FACT
Gary Smith's 5 year prediction of EDA & IP revenues for 2013
2008: #################### $4,319
2009: ################### $4,091
2010: #################### $4,454
2011: ####################### $5,002
2012: ######################### $5,624
2013: ############################ $6,127 <---- you are here
2014: ############################# $6,489
2015: ############################## $6,707
2016: ################################## $7,519
2017: ###################################### $8,321
All IP except ARM, true EDA tool sales, no services sales.
---- ---- ---- ---- ---- ---- ----
- FUN OBSERVATION
Nvidia used to be a hardcore 'solid purple', SNPS customer. Rumor
is they recently decided to spread the wealth around on simulation.
After evaluating CDNS and MENT, they chose to add CDNS. Also, I am
sure the negotiating leverage they get from a multi-vendor approach
is a big driver for this change.
---- ---- ---- ---- ---- ---- ----
- This year's Fastest EDA Career Jumper Award goes to Dave DeMaria,
who from January to June of 2013 so far was the Mosys VP of Sales,
then 5 months as Cadence Strategic Alliances (GF and ARM), and now
he's VP Verification Marketing at Synopsys. Back in 2004 DeMaria
was *the* Senior VP of all CDNS Marketing under Ray Bingham.
---- ---- ---- ---- ---- ---- ----
- FUN QUOTE
"Oh that?... That's true."
- Rich Goldman, SNPS VP for all sorts of stuff, when
asked about the rumor that his face is printed on
the 2012 Armenian 100 luma bank notes.
---- ---- ---- ---- ---- ---- ----
- Some notable people noted at Jim Hogan's DAC Monday Night Charity
Party that raised $15,000 for CASA were: Wally Rhines, Chi-Ping Hsu,
Ajoy Bose, Kathryn Kranen, Amit Gupta, Brian Derrick, Charlie Huang,
Suk Lee, JL Grey, Joe Sawicki -- even the only-at-DAC-for-just-1-day
Aart de Geus showed up for this noble cause. Way to go EDA!!!!
---- ---- ---- ---- ---- ---- ----
- And the Cadence folks reported that they had ~1,300 people come to
their Austin DAC Denali Party this year compared to ~1,000 who went
to the San Francisco DAC Denali Party last year. Yay, Austin!
---- ---- ---- ---- ---- ---- ----
Again, this was a 1st round of what I heard/saw last week at the Austin DAC.
If EDA users and/or vendors send in more, I'll likely do 2nd round.
- John Cooley
DeepChip.com Holliston, MA
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