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Synopsys Inc. Message Board

  • likeitisnotlikeitaint likeitisnotlikeitaint Sep 25, 2009 12:17 PM Flag

    Have they got Seth fooled or what?

    Saw a recent "research" note from Raj Seth at Cowen. Seth apparently drinks the kool-aid on the transparent (and paid-for) prime vendor announcements Synopsys spews forth:

    "SNPS points to an increased footprint at a wide range of customers (they’ve announced a slew of “prime-vendor” relationships over the last 12 months – Marvel, Netlogic, Toshiba, Wolfson etc.) which they expect will result in share gains"

    "Share gains"? Can't Seth figure out they're not gaining a thing? These are companies where SNPS already does a bunch of business. All they do is ask an existing customer to put their name on a meaningless press release in exchange for multimillion-dollar discounts when they renew their contracts. "What, you mean I can save $20 million if I just say you're my prime vendor? How much of a discount do I get if I put your kids through college?" Ridiculous.

    Seth, do some actual research and reporting.

 
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