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 What Would Joe Do?

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ESDA Market Timing: I’ve got the horse right here

Thursday, September 15th, 2016

 


January opened with a thud this year
from a stock market point of view. Just a handful of days into 2016, things looked really bad, although it got slightly better by the start of February. Since then everything’s pretty much been up and to the right – at least for the five publicly traded companies whose CEOs sit on the board of the ESD Alliance.

The question is, of those five – ARM, Cadence, Mentor Graphics, PDF Solutions, Synopsys – which company should you have discerned in January would outperform the rest by the end of August? On which horse should you have put your money back in January, so you’d be the envy of the guys in August?

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Dancing Queens: Armstrong Kendall & The Soul of EDA

Wednesday, September 7th, 2016

 


Nothing is forever in life, most things are fleeting.
And such is certainly the case for the giddy, glory days of EDA at the end of the last millennium when the likes of Abbie Kendall and Jean Armstrong ran the show — the PR show, that is, for Cadence at the height of the Ray Bingham Era.

The DAC of 1999 has already been memorialized here, in and around an homage to the late, great Marie Pistilli – but the DAC of 2000, at least the Cadence version, was even grander.

The night Cadence took their Press & Analyst constituency out on the town in June of 2000 was almost beyond belief. Remember that something like 11,000 hearty souls were on board in Los Angeles for DAC that year, the conference ramping up for the week at Staples Center just as the previous week’s Exotic Erotica Show was winding down. How appropriate.

Big money was flowing everywhere within the EDA ecosystem and the Big Players needed to demonstrate in the showiest way possible that theirs was the one that was going to dominate the next decade, theirs was the enterprise that was going to win the war.

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Real Intent: A sustained culture of Respect & Innovation

Thursday, August 25th, 2016

 


Real Intent, a Silicon Valley-based EDA company
, has been underway since 1999. That’s a lot of time for a company to continue to succeed amidst the shifting sands of an industry that specializes in either acquiring smaller companies or under-cutting their prices until the smaller companies simply close their doors.

In other words, Real Intent is a survivor and tells a remarkable story of steady perseverance and a well-established, respectful relationship with its customer base. Without both of these things, the company could not have remained viable.

This week, I enjoyed an excellent phone call with company CEO, Prakash Narain, a conversation of particular interest because Dr. Narain spoke candidly of the challenges that face small EDA companies in the current business climate.

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SNPS & OneSpin: Saving for Rainy Day not always Best

Thursday, August 18th, 2016

 


As of August 17th, when they posted financial results for Q3_2016
, Synopsys is reporting somewhere in the neighborhood of $1 billion in cash and cash equivalents. As prudent as it may be to save for a rainy day, here’s something a bit more creative the company could do with a portion of that cash: Buy OneSpin.

Why? Because OneSpin offers something that Synopsys doesn’t have – a market-leading position in formal verification. OneSpin would bring that to Synopsys, along with a strong, well-established track record and proven customer engagements across European, North American and Asian markets.

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TetraMAX II: Synopsys renovates and innovates

Thursday, August 11th, 2016

 


It takes courage to re-launch an existing product rather than start from scratch
, to announce a refreshed and updated offering as if it were something brand new. That’s certainly the case with Synopsys‘ recent release of TetraMAX II. It took courage to build on a franchise that first arrived on the scene not just in the last century, but in the last millennium.

And it was with this sentiment that Synopsys’ Robert Ruiz and I started a recent phone call to discuss the July news that TetraMAX II has arrived on the scene.

Ruiz began: “This is TetraMax II. We wrote the key engines from scratch, an effort that took the R&D team a full two years to complete. The goal was to get 10x faster and 25-percent fewer patterns.”

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Conferences: Paper submission deadlines approach

Thursday, July 28th, 2016

 


A number of conferences important to EDA and IP
 are coming up over the next 12 months and currently looking for content. If you have an industry-relevant topic you’d like to talk about, the organizers of some of these conferences need to hear from you soon. Various deadlines are looming, most over the next few weeks.

Meanwhile, it’s interesting to consider that one of the most thrill- for-your-buck conferences on the list is Black Hat USA 2016 and Synopsys’ co-located CodenomiCON, both promising to teach you everything you need to know or are allowed to know about cybersecurity. Synopsys’ involvement in Black Hat may validate a comment overheard recently: ‘Synopsys is no longer really an EDA company. They’ve become a software integrity company.’

Also interesting, DVCon in San Jose and Mobile World in Barcelona in 2017 are on the exact same days. Perhaps there’s no overlap in the attendee population. But most interesting on the list, the sheer scale of the China International Modern Industry & Intelligent Equipment Exhibition with 500+ exhibitors, over 40,000 attendees, and more topics that you can possibly imagine.

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Shishpal Rawat: Intel, CEDA, Accellera, Calm Commitment

Thursday, July 14th, 2016

 


Intel’s Shishpal Rawat has been Chair of Accellera for 6 years and is currently serving as President of CEDA
, IEEE’s Council on Electronic Design Automation. In previous discussions, Rawat has insisted that his leadership is not what makes these organizations work. Only the enthusiastic efforts of the many members guarantee that both Accellera and CEDA continue to shape ideas, standards, and forward progress within design automation and its adjacent technologies.

Two years ago, I enjoyed a lengthy interview with Rawat about all of this, described here. This year, I’ve chatted with Rawat at DVCon in San Jose in March, and again by phone just prior to DAC in June. During the phone call, Rawat focused on CEDA’s activities at DAC in Austin. He told me the upcoming Sunday night panel, set to be moderated by SRC’s Bill Joyner on June 5th, was a new and very exciting addition to the DAC program.

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This world: sometimes knit together by sorrow

Thursday, July 7th, 2016


It was the middle of the morning on a school day in California
when the President was shot in November 1963. The principal came over the PA system and announced the President was injured in Dallas and was in surgery. She asked all teachers to suspend classroom activities and wait for further news.

In my class, our teacher told us to take something out to read and sat down at his desk at the front of the room. After a very long time, the principal came back on the PA. The President had died. She asked teachers to help their students understand what had happened.

Our teacher sat very still at his desk for a long time and then stood up. He started to speak, but stopped. He took off his glasses with his left hand and covered his eyes with his right. For at least 10 minutes he stood like that, still and silent with his eyes covered.

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Mark Gilbert: White coat, White hat, Big fish

Thursday, June 30th, 2016

 


Exuberance and Optimism:
the only two words required to describe EDA-Careers’ Mark Gilbert – even after 20 years in the trenches sorting out the who what and where of just about everybody in the EDA industry. Yes, he self-identifies as the fun guy in the white suit, seen hither and yon wherever the EDA Nation chooses to confab, but in reality he’s the good guy in the white hat who’s going to tell it to you straight, about your career and your goals.

Also by his own description, Mark Gilbert is “the big fish in a little pond” who serves as the leading head hunter and career counselor extraordinaire of EDA.

I was lucky enough to speak with Gilbert by phone this week. As he and I were both on the East Coast, coordinating the hour of the call was easy. Our conversation started with the usual query: How did you get started in this business?

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Verific: Rhymes with Terrific

Thursday, June 23rd, 2016

 


Michiel Ligthart
, President and COO of Verific Design Automation, and Rick Carlson, VP of Worldwide Sales, have a proposal for young companies in the EDA industry and adjacent technologies: Come to Verific if your organization is early stage, in need of encouragement and wise counsel, and could benefit from access to Verific software to help you progress towards a commercial product launch.

In a recent phone call, Ligthart and Carlson explained the specifics of the Verific program, and delineated what it’s not: “We are not funding startups,” Ligthart said, “but we have changed our business model over the lifetime of our company to encourage innovation.

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