Well like anything being reported. This is
report by a news reporter. Look at their web site. There
is no information in there about Ex synopsys
executives. Their management is mostly semiconductor guys.
Bernd Braune was senior VP at VLSI where his group did
gangbuster sales apparrently. (Meta is apparently making
shitloads of moeny in europe). Stan Katz was bigwig at
Hynudai Semicon. The other guys seem to be pretty
hardcore engineering guys from synopsys. Most of the
engineers came from "Meropa" which was had engineers from
DC, BC, DesignTime CA etc... These guys some pretty
cool stuff at DAC. They also have a tapeout so there
is some stuff there..
Has bernd the @@## :-)
done something to you personally?..
lie Go_stock_boy loves synopsys and is ready to
attack anybody who can get into their space.
synplicity and get2chip.
Synplicity is a growth
company and as such should go from loss to profit soon.
That is why they are raising money and getting people.
They also have pretty good management and clearly good
technology in the FPGA space. It looks like there might be
pretty good synergy between get2chip on the ASIC and
abstraction side and synplicity on the FPGA side. Both tools
are super fast...
Any engineering approach will have its advantages
and shortfalls. The issue is which features do the
bulk of your customers really want, which features
they are willing to compromise on. Perhaps right now,
the market may not be ready to pay the costs
associated with Magma's fixed timing approach. Of course
another big issue is the "barrier to acceptance" in the
EDA industry. Because the design industry is so
reliant on their tools, the costs associated with any
mis-step is huge. Very few companies have the resources to
take the risks associated with a new technology. Hence
technology adoption is slowed down, unless there is a
urgent, well-defined and measurable need for a new
technology. For most EDA companies, acquisition is the exit
strategy, not IPOs.
solectron does manufacture for both trmb and
cisco. parts shortages are not just a trmb problem. if
solectron has x pieces of a certain proct that both trmb
and csco want, who do you think gets first dibs.
It looks like your info is correct about Magma
losing their latest sales VP. I called and asked for him
and was told he'd left the company.
dangerous to read too much into a single departure, but
when you consider that they lost most of the sales
force last year, they don't seem to have any silicon
from their tool (despite signing Sun and others over
year ago) you have to ask some serious
My first question would have to be: is the fixed
timing approach fundementally flawed or is it simply
that Magma can't get it working.
can't Magma hold on to it's sales people. Sales folks
tend to be the bellweather of the companies fortunes.
Is this latest departure just an attrition event or
the sign of more fundemental problems - We'll be
better placed to judge that when a replacement is
announced - an internal appointment may signal difficulty
in recruiting qualified talent.
there a sufficiently large market and is the technology
that differentiated to be able to build a substantial
business off of it.
Finally: The recent EETimes
article on the Synplicity IPO painted a pretty bleak
picture around EDA IPO's in general. So my question is do
companies like Magma who claim some new innovation have a
future if the street isn't excited ?
Magma has announced new customers:
Been there done that (and a whole lot more..).
Nice approach but yet to be proven; normally leads to
larger and more power hungry circuits. If some posts on
the CDN board are correct, they have lost their Sales
executive again (they lost the sales team last year too),
so things may not be not that good behind the doors.
Incidentally SNPS tried that approach (constant delay method)
and has released it as an option in their main
product; though they use it only for synthesis and not for
closing the timing loop. Also look at Monterey Design
Systems; they actually have had TI giving them a close
OF course, the SNPS move was a very bold one. The
new accounting method will build huge backlog in a
couple of years: At the beginning of the quarter, it
will have 85% revenue ready, which will
SNPS has more negociation power, do not need to cut
deal at the end of quarter to meet street number, then
do not need to discount the software 10-30% in order
to make the sale.
2. increase the certainty to
street, if 85% of revenue is in at the beginning of
quarter, what to worry?
Situation with CDN was
different with SNPS, the major problem with CDN was there
was no technology in the pipeline, and they were
losing market shares in every aspects.
discusss more if you are still confused.
"Latest move by SNPS was a very bold
You mean just like the move that CDN made a year ago?
Oh yeah, very bold!
EDA will continue to have
a brain drain until the major players (at least
SNPS and CDN) start to work together to create a
healthier industry, and establish appropriate valuations.
Without the higher multiples enjoyed by the hot
industries, like telecoms, EDA will not be able to retain the
talent. Why should they stay, when they can do so much
better financially down the street?