( ESNUG 576 Item 2 ) ---------------------------------------------- [09/22/17]
Subject: Prakash sees 3X revenue in 2017 by crushing SNPS Atrenta Spyglass
DAC'17 Troublemakers Panel in Austin, TX
Cooley: Prakash, I'm going to ask the same question as before, except in
a different way for your company. You're going after Atrenta.
You do linters and RTL linters and Synopsys is huge in that
space. They have a huge distribution channel. They're a
multi-billion dollar corporation, and you're going after them?
That doesn't make sense. Does your company have a drug testing
policy and why are you not subjected to it?
Prakash: John, first of all, Real Intent does "linters", just like this
is an "MP3 player" [holds up a smart phone]. You can choose to
call it whatever you choose to call it -- that's fine.
Here's hard data. In the first half of 2017, we have done more
business that we did all of last year. We're on pace to triple
our business.
Why? Well, people have talked about the same principles applied
in our context in a very specific way. We had invested in trying
to change the engine on a flying plane and basically to leapfrog
Atrenta or SpyGlass. That happened about two years before the
SpyGlass Atrenta acquisition. And yeah, I completely agree it's
very hard.
But we did it. The timing was fantastic because Atrenta was
acquired just when we were coming out with our products. That's
Number One.
No one enjoys being fleeced.
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And Number Two (DAC'16 #2 - "Aart raises ATRN prices 2X to 3X")
is that I don't what happens... maybe Joe and Anirudh can talk
about it... What happens when a company gets acquired.
Why do they get stagnant?
SpyGlass has become stagnant over the last few years -- perhaps
they're getting assimilated within Synopsys -- whereas we have
continued to keep pace. Today we offer much better products
compared to SpyGlass. I think Synopsys has a lot of leverage so
they engage in price competition a lot.
Cooley: Well that's the thing. You're dealing against a bundled deal.
You're outside the bundle, so that's a nightmare scenario.
Prakash: Yeah but sure they have their advantage but we have advantage
that we have much superior functionality to offer. There's less
price competition right now than we had with Atrenta, so those
two factors are contributing to our current success.
We're doing very well.
Cooley: Ok.
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