Subject: How could Aart NOT know of losing Texas Instruments to CDNS???

> 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?
>
>    "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."
> 
>         - Lip-Bu Tan on Cadence Q2 2011 Call on 7/28/11
> 
>    "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?
>
>     - from http://www.deepchip.com/wiretap/110916.html


From: [ Deep Throat ]
To: John Cooley <jcooley=user domain=zeroskew not calm>

Hi, John,

Please keep me ANON!

One of the stolen customers is TI.

    - [ Deep Throat ]

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From: John Cooley <jcooley=user domain=zeroskew not calm>
To: [ Deep Throat ]

What division of TI?  What EDA tools did they replace?

    - John Cooley
      DeepChip.com

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From: [ Deep Throat ]
To: John Cooley <jcooley=user domain=zeroskew not calm>

John,

They have displaced ALL of Synopsys tools in TI's digital divisions
(ASIC/DSP/wireless).  PT/ICC/DC/HSIM... the whole lot!

I think the analog TI divisions anyways used a lot of Cadence tools.

    - [ Deep Throat ]

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From: [ The Man In The Iron Mask ]

Hi, John,

Please keep me anon on this one.

Not sure if you ever had an answer on this, but I know of at least one
of the 2 semi companies that were referred to by Cadence.

From what I have heard CDNS did a very large deal with TI recently.

But from what I am told, it is similar to the one that they did with
Freescale many years ago.  It is a 10 yr exclusive deal at very very deep
discount; even by Cadence standards.

    - [ The Man In The Iron Mask ]

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From: [ A Cadence employee ]

Hi John,

One of the two is Texas Instruments.

I did not tell you this.

    - [ A Cadence employee ]

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  Editor's Note: ASSUMING that these three sources are correct, it begs
  two questions:

    1.) How could Aart NOT know about losing TI in a Freescale-style
        all-tool-swapout???

    2.) What was the second company CDNS stole and from who???

  Keep in mind that this is rumor, folks.  Only Aart and Li Bu know what's
  really going on here -- and they ain't talking!  :)  - John