Subject: What two top 10 semi companies did Cadence steal and from who?

From: [ Inquiring Minds ]

Hi, John,

Please keep me anonymous.

Can any of your readers confirm the two large Cadence digital wins at two
"top 10 semiconductor customers" that Cadence pointed to on their recent
Q2 earnings call?

   "Demand for both our software and hardware products was strong,
    driving increased run rates on renewals.  For example, two of
    the world's top 10 semiconductor companies significantly
    increased their usage of our digital products.  Both of these
    transactions consist primarily of new business, and together,
    will provide more than $10 million of incremental annualized
    revenue."

   "As I said in the beginning, we significantly expanded our digital
    implementation position at two of the world's top 10 semiconductor
    companies as we displaced alternative suppliers."

        - Lip-Bu Tan on Cadence Q2 2011 Call on 7/28/11

Three weeks later on the Synopsys earnings call:

   "One of your competitors went out of their way recently to highlight
    some competitive displacements at two top 10 semi customers.  ...
    Have there been any significant losses for Synopsys in any of the
    top 10 customers recently or is Synopsys' market share is stable
    and growing?"

        - Paul Thomas, BofA, on Synopsys Q3 2011 Call on 8/17/11

   "You know we have not seen any, and our market share feels very stable
    and growing and as much as $10 million is a great number, we do $1.5
    billion, and so it doesn't -- it was not visible to us.  And the
    reality is many of the very large customers have a broad set of
    customer tool arrangements, sorry, and so frankly, we don't know what
    they're talking about."

        - Aart de Geus on Synopsys Q3 2011 Call on 8/17/11

I interpret this as either Aart saying SNPS lost no digital business, or
he's hedging by saying the deal was so small he didn't notice it.

I doubt Lip Bu Tan would outright lie in an earnings call.  So what two
top 10 semi companies did Cadence steal and from who?

    - [ Inquiring Minds ]