( SNUG 10 Item 16 ) --------------------------------------------- [03/26/10]
Subject: What 39 Synopsys RIVALS would NOT change about Synopsys
THE CULT OF PERSONALITY: Out of the 4 or 5 main themes that the Synopsys
rivals liked the most about the company: acquisitions, engineering, prices,
and company culture; two themes stood out strongly -- keeping Aart the
CEO and the good financials at SNPS were the most apparent.
A voodoo priestess formerly from New Orleans swaps your soul with
Aart de Geus, CEO of Synopsys. Even though you were a Synopsys
RIVAL before, *you* are now the CEO of Synopsys:
What 2 or 3 Synopsys things would you definitely NOT change?
---- ---- ---- ---- ---- ---- ----
It's CEO.
It's focus from the top down.
It's internal startup mentality.
It's drive for hiring the best of the best.
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
Keep InSync - a couple of years ago this program was extremely difficult
to navigate but it has been better lately. Joint customers benefit from
this. And it's far better than Cadence's complete lack of a program and
perception that it is the Cadence-way or the highway.
Keep Aart as CEO. He's the best person to lead this company. Look what
happened when Joe left Cadence.
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
a. Continue with acquisitions. This will definitely help the overall
EDA start-up ecosystem.
b. Continue to drive leadership and inclusion into the EDA market.
c. Keep Aart in some capacity. He is a brilliant guy.
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
Financially, Synopsys is a very well run company. The majority of their
deals are done ratably which gives financial stability. The downside to
this is the growth isn't there and this is one of the reasons the stock
is depressed. In the last 6 months 21.96 to 22.81 close today. Obviously
not much interest in the stock.
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
What I would not change about Synopsys is that it provides good support
to its customers.
Also Synopsys does not play shenanigans with either its financials or
its product value propositions.
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
1. Maintain consistent accounting. Don't go back to varying contract
lengths and upfront payments to jack up one quarter at the expense of
the next.
2. Maintain the focused discipline demonstrated in the past and avoid
diversions into unrelated areas or acquisitions because they're cheap.
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
1. The current revenue recognition model
2. The IP portfolio
3. Management team
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
Company name
Staying profitable
Growth path
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
Give Antun Domic whatever he wants; continue to respect and feed the
synthesis franchise.
Maintain the "warm and fuzzy" culture. This is a terrific retention
tool that emanates from the CEO's office. Don't get confused about
the need for some aggressive change agent however.
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
Keep up the investment in Design IP/cores: USB3, SATA3, etc. You can
dominate these markets.
Keep up the investment in "stacking/packaging" technology. You can
create a gigantic market here.
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
I would not change the company focus from the semiconductor industry.
Providing design automation to the semiconductor market is one of their
core businesses, and the total available market for other segments (ESL,
mechanical CAD, etc) is not large enough to become the number one
priority for SNPS.
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
My perception is Synopsys is the best run company of the Big Three. To
be more specific from a technology perspective they seem to have the best
long term vision of where they want and need to go, and from a business
perspective they seem to take the longer view (rather than some of the
quarterly views of some of their competitors).
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
Their strategic approach to technology investment/acquisitions.
Their sales and support channel.
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
Continue to present Synopsys as the clear winner of the EDA wars. The net
effect is that customers and 3rd party EDA companies will continue to
flock to your platform.
Continue innovating (duh!).
- [ An Anon non-SNPS EDA Employee ]
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I would not change the name of the Synopsys user group/conference. SNUG
makes me think of a blanket with sleeves. Come to think of it, that's
what we should give away at our next conference.
- [ An Anon non-SNPS EDA Employee ]
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Keep the culture of valuing employees.
Of all the big EDA vendors, Synopsys appears to have the most satisfied
rank and file. Synopsys employees, at all levels, generally speak well
of the company. That is a special attribute and must be commended.
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
Cherish the well accepted exclusiveness in ASIC synthesis.
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
Keep SNPS an engineering company.
Synopsys has always seemed more of an engineering company than Cadence,
perhaps because it has had the same CEO since inception and Aart was
from a technical not accounting or marketing background. SNPS has had
a hard time stretching out into Cadence's space and is still trying to
get there. I have lost count of the versions of SNPS "analog layout"
that have happened.
- [ An Anon non-SNPS EDA Employee ]
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What I would not change: The corporate culture. I've never worked at
Synopsys, so I don't know the corporate culture intimately, but I know a
lot of people who work at Synopsys, and who have worked at Synopsys over
the years, and I think very highly of the vast majority. The company has
always seemed to me to be a technology company first and foremost. I
think that comes from the top down, and I think that is very much to
Aart's credit.
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
Good technology company - talented engineers - aggressive acquisitions
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
The thing I would not change is their (recent?) hardline on pricing
integrity. After years of price wars (CDNS/LAVA being the primary big
offenders) it seems we can finally keep our shorts somewhere above our
ankles, if not completely on.
- [ An Anon non-SNPS EDA Employee ]
---- ---- ---- ---- ---- ---- ----
I'd continue to publicly talk about holding prices up, while dropping
my pants as necessary to close large deals. LAVA and CDNS can't last
forever.
I would continue to grow market share, even while that generates less
profit in the short term.
- [ An Anon non-SNPS EDA Employee ]
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