Lee joined the Professional Services Group (PSG)
when SNPS was ramping up on it. I guess his selling
point then was his inside "observer" status of the CDN
spectrum services fiasco.
His current position
looks like a natural progression given his experience
at CDN. I guess the PSG position was a lay-over
until a suitable oppurtunity appeared which could
leverage his experience.
Hey thanks for your inside view, nilgiri94. Much
Can you also share with us what the
inside opinion is on this Jerry Lee guy who snps just
It seems to me that synopsys has bagged
the big one. This guy has fourteen yr experience in
building *physical* tools. He was the R&D head at cadence
and helped build that place&route empire. Seems he
bailed out of CDN (like a lot of other very good talent)
when CDN started its slide south. Now he's heading up
physical synthesis. Given that physical synthesis is a
meld of physical design + synthesis and synopsys
already has a lot of synthesis gurus, I would count this
fellow as a coup for synopsys.... Appreciate any isight
you may have on this. Tx.
I am a CDN long, but agree entirely with your
statements. My take is that CDN and SNPS both have strong
positions in the battle to link synthesis with the back
end, and neither is likely to vanquish the other.
Thus, both should be good mid to long term investments.
CDN is busy meeting expectations and building
backlog, but their history of poor execution means that
dramatic upswings are unlikely. SNPS has traditionally not
shown itself able to succeed in the non-synthesis arena
(exception is VCS, which is now in a battle royale with
CDN's NCV for top dog position), and so has an uphill
climb, and thus is in a similar position.
However, I think both companies are in a position to
benefit from the semiconductor boom and thus will slowly
and steadily trade upward over the coming year or
two, at least.
The game in EDA is almost always
an incremental one. I suspect most of the posters on
this board and on the CDN board are current or former
employees (like myself - former CDN), because there are
much better investments to be made outside EDA. So
it's no surprise that we have the cheerleaders, and
the doomsayers, and we all know where they come from
(the other camp!).
So to sum up, both CDN and
SNPS will make money long term for their investors for
the foreseeable future, but there will be corrections
for both along the way. And all the while, we will
endure the squawking of those with only short term
vision on both sides of the aisle....