( ESNUG 496 Item 3 ) -------------------------------------------- [12/15/11]
Subject: 19% of users on LAVA-MENT, LAVA-CDNS, CDNS hurt, or Atoptech
WANTED LAVA-MENT: And a smaller percentage of users cited alternate mergers
they wanted instead of a SNPS-LAVA merger and/or the negative EDA business
impacts they saw with this merger.
"I'd like to hear what you think of this SNPS-LAVA merger. Is it
good news for you? Bad news? Neutral? Why do you think this?"
This SNPS-LAVA merger is BAD overall because:
helps form SNPS/CDNS duopoly : # 3%
prefered a LAVA-MENT merger instead : ### 7%
prefered a LAVA-CDNS merger instead : # 2%
LAVA-SNPS hurts CDNS : ## 5%
LAVA-SNPS hurts MENT : # 2%
"I'd like to hear what you think of this SNPS-LAVA merger. Is it
good news for you? Bad news? Neutral? Why do you think this?"
---- ---- ---- ---- ---- ---- ----
Bad.
I always thought that Magma + Mentor was a better fit. Too bad Icahn
stops Wally from making it happen.
- [ An Anon Engineer ]
---- ---- ---- ---- ---- ---- ----
I preferred it was Mentor + Magma. They have more user/design friendly
tools, less overlapping tools, and dynamic leadership (Wally, Rajeev)
Mentor is better off when the Wall Street M&A specialists are gone.
- [ An Anon Engineer ]
---- ---- ---- ---- ---- ---- ----
Not sure about the SPICE and analog side of Magma/Synopsys.
But for PR tool, seems more big companies are contacting Magma and started
to use Talus. We use both Talus and ICC. I think we will not have a
good price from ICC in the future, if we don't introduce Cadence Encounter
as a competition.
Also, was to prevent Mentor-Magma merger? Someone said it was.
- [ An Anon Engineer ]
---- ---- ---- ---- ---- ---- ----
Bad.
DRC/LVS will become MENT vs. SNPS instead of MENT vs. SNPS vs. LAVA.
- [ An Anon Engineer ]
---- ---- ---- ---- ---- ---- ----
I'm surprised Mentor didn't go after Magma. Or maybe they did?
- John Weiland of Abraxas Corporation
---- ---- ---- ---- ---- ---- ----
What has been Magma's motivation to be acquired? Their financials
are looking good, no need to be bought. So then, why Rajeev?
What's next? Mentor and Cadence to merge to catch up to SNPS?
- [ An Anon Engineer ]
---- ---- ---- ---- ---- ---- ----
I am disappointed in Magma for selling to Synopsys. Obviously their
board, like any other board, has a primary responsibility to their share
holders, but they clearly did not do right by their customers by selling
to Synopsys.
I have no idea if Mentor made an offer this time around and how much it
may have been if they did, but a MENT or CDNS merger would have been
better for the LAVA customers and the industry.
- [ An Anon Engineer ]
---- ---- ---- ---- ---- ---- ----
For STA, SNPS owns PrimeTime, Extreme-DA and now Tekton. That's
essentially the entire timing analysis market! A monopoly which is bad
for users. It is also bad for CDNS. There is no company left for CDNS
to acquire with this technology and they really don't have a timer.
Pretty bad to catch up.
For DRC/LVS, CDNS does not have a worthwhile DRC/LVS solution while SNPS
has now ICValidator and QuartzRC.
For digital PNR, it means one less flow provider with SNPS now even more
in the lead and CDNS left in their dust.
For SPICE, HSPICE and FineSim continue to dominate their market segment.
For full custom vs CDNS, Titan and CustomDesigner may complement each
other, don't know enough about it. But SNPS may be able to accelerate
their own custom/analog system development. That's one good for users.
SNPS just got bigger, establishing an even bigger market dominance.
Pricing will increase as an effect. Goodbye Cadence.
- [ An Anon Engineer ]
---- ---- ---- ---- ---- ---- ----
I think the merger is a sad thing because Magma, an innovative company,
will be gone. Magma was always very supportive and a lot of their
people had actually used the tools and were willing to discuss issues
at the engineering level rather than at the sales and marketing bla
bla bla level.
It's hard to imagine that the dinosaur DC would ever go away. If it
had not been for companies such as Magma and Synplicity we'd probably
still be taking days to complete doing per-module synthesis.
Cadence must be horrified by the prospect of a combined Synopsys/Magma
and you wonder what will happen to Mentor Calibre.
If Synopsys/Magma would lay their hands on a good fast SPICE simulator
such as the one from Berkeley DA, it could really strike a killing blow
at the heart of Cadence.
- [ An Anon Engineer ]
---- ---- ---- ---- ---- ---- ----
This merger should definitely give CDNS something to think about.
- [ An Anon Engineer ]
---- ---- ---- ---- ---- ---- ----
How can this be a good thing for the industry? Synopsys' only real
competition has been removed so there goes Synopsys' motivation for
improvement as well as pricing pressure.
Yes, there remains Cadence; they are a marketing machine, not an
R&D center. Mentor, seriously??? Their Sierra acquisition has gone
nowhere. Maybe this will be a door for ATopTech to compete?
I wonder how Magma's larger customers are responding to this news.
Some of them intentionally walked away from Synopsys and now they
will have to go back.
- [ An Anon Engineer ]
---- ---- ---- ---- ---- ---- ----
I think SNPS-LAVA is 1 stone 2 birds from the backend P&R point of view.
This merger will kill both Magma Talus and Atoptech AP tools.
- [ An Anon Engineer ]
---- ---- ---- ---- ---- ---- ----
I think it's bad not to have another viable competitor to SNPS and CDNS.
On the other hand, I wonder if it will help ATopTech and others get more
attention.
- [ An Anon Engineer ]
---- ---- ---- ---- ---- ---- ----
This is most likely bad news for me and my company.
More than 50% my CAD budget is from either Magma or Synopsys currently.
For at least 25% of it, they are the top 2 suppliers I would look at.
Not having them in a position to compete for my business is a problem
for me.
Additionally, I have designs that depend on Magma tools that I am
concerned will be cut once Synopsys takes over.
- [ An Anon Engineer ]
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