( ESNUG 462 Item 5 ) -------------------------------------------- [02/15/07]
Subject: Questions for Vic Kulkarni, CEO of Sequence
Ask Vic why does he hate Americans? He advocates moving all EDA jobs to
India. If he hates the US so much, why does he live here?
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For Vic Kulkarni -- CEO of Sequence
Why are you coaching US businesses to outsource our R&D to India?
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Why does Vic dislike American engineers so? What did we do to him?
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Vic's in the press campaigns for high tech business in India. Why does
Sequence bother selling SW in Silicon Valley? For extra money?
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Vic Kulkarni: Someone described Sequence to me as a bad $3.99 Indian buffet.
It has everything per say, but when you taste it, you regret your decision.
Instead, why don't you do one product and do it well?
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I keep seeing Sequence investing in Asia; where actually ARE the growth
markets for low power design?
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Vic:
Do you believe your company can remain viable as a standalone entity, or
will you need to team up with one of the "Big 4"?
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How can Sequence tools be viable below 45 nm? Isn't this the exclusive
domain of Cadence, Synopsys, and Magma?
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Why isn't Sequence part of the Cadence Low Power Design Flow? (I thought
these two were friends...)
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Sequence has been around for about 10 years. Now everybody is talking
about power. Why should we believe that you are going to be around after
the large players come to the party?
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Vic Kulkarni - There has been a notable reduction both in number of
acquisitions and valuations/multiples by the major EDA vendors. The
exception to this has been narrowly focused innovative technology with a
company make up of a small development, marketing and sales organizations.
Aren't companies like Sequence in "dead mans land" in terms of ever
executing a harvest strategy?
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How much PowerTheater / early power analysis are you REALLY selling
with your ESL partners: Bluespec, CoWare, Forte, Synfora, etc...
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Vic - Since everyone is so concerned about power consumption, why
hasn't Sequence been commercially more successful? (How do I know
Sequence hasn't been all that successful? They haven't been bought by
Cadence or Synopsys.)
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Question for Vic Kulkarni:
Companies such as Sequence seem to have been around forever without
achieving critical mass. Do you plan to stay private forever?
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