( ESNUG 438 Item 2 ) -------------------------------------------- [01/18/05]
Subject: 11 Users on How Cadence Kills the Companies it Acquires
> Cadence announced it's buying Verisity for $285 million in cash.
>
> As an EDA user, do you think this is good news or bad news? Why?
As an EDA user it looks like a bad thing to me. Verisity produced a
pretty good product and supported it pretty well. Now it will
disappear into the Cadence black hole.
- [ An Anon EDA User ]
From my own perspective (as a user) pretty much every company/product
Cadence buys disappears into obscurity. They buy it, make a big stink
about it for a year or two, then poof! It seems to disappear (or they
buy another to take it place - what happened with Ambit/BuildGates?)
If history is any guide, Verisity is doomed for sure.
- [ An Anon EDA User ]
As an EDA user, I think this is bad. Cadence has a reputation for
acquiring companies and doing bad things with them.
- [ An Anon EDA User ]
Once again, I feel betrayed.
I am not a believer in mergers and acquisitions; Verisity/Axis was OK,
the two companies were a nice complement and their merger has delivered
a lot of value to us, the customers. I am not favourable at all to
conglomerates, though.
I do fear that R&D people will leave soon after the acquisition and that
the evolution of the technology will stop. I have seen it happen so
many times! I have seen great companies, fantastic people and
technologies burned by mergers and acquisitions.
Cadence and Synopsys have spent $6 B over 10 years in acquisitions!
To do what? Can you name one single product internally developed by
Cadence over the last 10 years? And Synopsys is only a bit better
(physical synthesis, and test).
- [ An Anon EDA User ]
I cannot judge at this point in time whether its good or bad but I have
serious doubts about Specman's life after this. Because the history of
Cadence's merger products is not good nor long lasting. Also I have
serious doubts whether this merger is just to kill a competitor or will
it do a good job. I guess only time will answer these questions.
- [ An Anon EDA User ]
I have mixed feelings about this, but mainly bad ones. When ever
Cadence purchases a company they invariably ruin their products as
they try to shoehorn them into the Cadence infrastructure.
The good: Cadence certainly needed to change its verification
environment. TestBuilder and Transaction processing was a false
start and difficult to work with. Another "good": we get bulk
licensing agreements with the MAIN tool vendors (Cadence, Synopsys,
Mentor). The acquisition will make Specman more available to the
masses (or at least me).
- [ An Anon EDA User ]
I think it's bad. The Verisity folk have always been passionate and
motivated to make their technology succeed. That mind set and culture
cannot survive the transition to a large EDA company. None of the key
technical people at Verisity are going to fit at Cadence, so this will
be the start of a gradual decay of the technology, just as has happened
with most of the leading edge products sucked up by a big company.
The upside is the potential for better integration and pricing, but I'm
pessimistic.
- [ An Anon EDA User ]
As an EDA user I think that it could be a bad news. Why? If Cadence
treats Verisity like Ambit; Verplex; First Encounter... If there's no
roadmap. And mainly if the licensing cost is higher than actual; this
will lead, like First Encounter, to less use... and less R&D effort
from within Cadence; which then will lead to the killing zone.
- [ An Anon EDA User ]
I am an EDA user. I think it is BAD news because every product that
Cadence acquired in the past was crippled in functionality and became
less useful. I'm afraid that the innovative Verisity product line as
well as their recently acquired Axis product line will eventually
disappear in the Cadence dinosaur.
- [ An Anon EDA User ]
I don't like Cadence because they always buy companies, and kill the
good SW : too slow to integrate into their own flow.
- [ An Anon EDA User ]
I don't like the news. Cadence proved us its poor capability in a
merger in the Ambit BuildGates case. Verisity was dedicated on
verification and did well. Cadence just invest its money to ruin it.
- [ An Anon EDA User ]
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