EDA customer survey on MENT vs. Icahn shows that that 90 percent of EDA users fear a pricy Synopsys-Cadence duopoly forming if MENT broken up.
The results published on Friday in the DeepChip EDA customer survey on MENT vs. Icahn reveal that ~90 percent of EDA users fear a dangerous Synopsys-Cadence duopoly forming if MENT is broken up.
Here's the results from last Friday of the DeepChip customer survey on MENT vs. Carl Icahn.
Approximately 80 percent of MENT users like how Wally is running Mentor and approximately 90 percent want Icahn to leave MENT alone for fear of creating a powerful Synopsys-Cadence duopoly in EDA.
On DeepChip, there's a Cooley video where Rajeev announces his new Cadence Virtuoso-killer, "Titan".
"Everyone knows Cooley has a hard-on against CDN, but I never thought he'd stoop *this* low."
Yea, it sucks that Cooley likes a good joke like what Piggy did.
Cooley got Wally last year with a Barbra Streisand joke in his ESNUG.
For day traders and speculators this information means nothing. For your type it makes no difference what industry you trade in or whether or not its profitable.
For EDA investors Cooley's info is helpful.
Cooley put out a warning to the EDA vendors that his DAC'03 Trip Report wouldn't be out until late October or the first week of November. He's had email problems and the report is a big project.
SNPS has 350 service engineers. CDN has 1,000 service engineers. MENT has 150 service engineers. CDN lost money with its service engineers and fired 300 of them. See http://www.eetimes.com/story/OEG20001205S0029
Cooley said otherwise in his tape-out count.
"Concerning the newly crafted it's-not-a-tape-out-if-it's-not-full-P&R FUD
coming from the "losers" (Cadence, Magma, Monterey), I'll defer to:
"To claim 'tapeout' means that the tool was used in the design of
a chip - nothing more. This applies to tools both in the early
and late stages of a design flow. Whether GDSII is generated or
not is of no consequence."
- Michael Jackson, VP of Engineering, Avanti (EEdesign 12/15/00)
As I stated at the beginning of this survey, although it may be impossible
to follow the money in this contested market, tracking tape-outs will
clearly show who's really ahead, who's really behind, and who's publicly
lying because they're damn desperate in this market niche.
In a nutshell, Synopsys, Cadence, and Magma are all claiming that they've
made roughly $50 million in the physical synthesis market. But, when you
look at the real customer tape-outs with these tools you'll find Synopsys
has 65 vs. Cadence's 7 vs. Magma's 3 -- and Monterey has 0. From the
outside looking in, Synopsys appears to be winning with by a 10X to 20X
lead over Cadence and Magma -- and Monterey is in serious trouble.