February 26, 2007
EDA Rising - Cool, Calm, & Collected
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Chilton - So we take this seriously. The only thing we can do is work like hell to make things a better and better product for our customers. It's lucky that people come to us and talk in detail about their issues. If we stay engaged and work real hard in R&D - there aren't any guarantees and there are smart people at Cadence, but our strategy is to work as hard as we can.
Cooley - Ted?
serious people working on this problem
Chilton - I can't resist saying this, but we've done everything we can do to promote interoperability, unlike PCells. On a positive note, people have to have great products. It's all about correlation into silicon.
Cooley - I know I welcome it. The best thing that ever happened to Design Compiler was Ambit. The best thing for PrimeTime will be Cadence tools.
Chilton - But PrimeTime is a great tool!
Cooley - Rajeev, I've got an email from a guy in Munich who said his timing closure is going to take 4 weeks, but the press release said it should only take 2 days.
Madhavan - You sent me that email, and it was about a bug and a misunderstanding. I look forward to seeing him in Munich next time I'm there.
Cooley - So you found a bug that was a show-stopper? You didn't put a contract out on his head instead?
Madhavan - We solved the problem.
Brett Cline interrupts
Brett - The panelists decided that John Cooley also needs to answer a couple of edgy questions.
Cooley - This is not what Brett said he would do [if I gave him some time].
Cline - First of all, it seems like ESNUG has become the National Enquirer of EDA? But what's with this fascination with Mike Fister's shoes, John? And how come we don't hear about the sheep on your farm anymore? Did you guys break up?
Cooley - Note to self - Brett not to be on panel next year.
Brett Cline presents John Cooley with a white t-shirt emblazoned “Troublemaker”
Smith - Remember your girlfriends and the white T-shirts? You said your DAC T-shirts made great nightgowns for them?
Santarini - You put T-shirts on your sheep?
Laughter until Cooley stops blushing/stammering
Cooley - [reading a question] Ted, the new licensing for analog tools? Just a price raise?
Vucurevich - The only thing that has changed is the packaging option. We've gone to segmentation. Maybe the individual who sent this question is having trouble mapping into the new segments?
Cooley - Rajeev, Quartz fell off the map?
Madhavan - Not at all. We have several papers coming up at MUSIC [Magma Users Summit on ICs] next week. We have customers standardizing on 65-nanometer designs. We have 25 customers. It's met all expectations at 10-percent growth. It can't grow any faster than that.
Cooley - Mentor, are you losing market share to Magma?
Chern - I refer to your favorite article where your wrote the early benchmark and the article. Last year we released NanometerDRC. The customers adopted it and find this deal is even better than before. If that's how somebody goes about reducing market share, we'll gladly take it.
Cooley - Ted,?
Vucurevich - NanoCaliber is a good update of the Caliber franchise. They've raised the bar. We're in the process of making sure our technology meets the new bar. We're taking a bit longer than we would have liked, but we're not backing off.
Cooley - Gary, now that Gartner is gone, you can tell us - what's the worst stats you've seen from companies running amuck?
Smith - They've been doing that for years, so I haven't been paying that much attention lately. I've been too busy setting up my new company. The worst case from the past, however - Cadence reported 120 percent of their revenue. Then we reminded them about their SEC obligations.
Smith - It was also difficult when Synopsys sent in 5 quarters for one year.
Cooley - They had to keep up with Cadence?
Smith - They had moved their fiscal year out a quarter. We really had to dig in to really sort it out.
Chilton - I think Mentor's doing that this year.
Smith - Those were the two worst cases. That's why we scrub the numbers.
Cooley - Isn't that done by the companies?
Smith - Just buy our report.
Cooley - [reading a question] What's the difference between your numbers and EDAC's?
Smith - EDAC's numbers not scrubbed. They're supposedly checked against the SEC numbers, but since there are only a few public companies and not all revenue is known We just follow product numbers, not maintenance. And you've also got to separate between currencies.
Cooley - Do you think the EDA industry is stagnating?
Smith - Not at all. I don't see any real reason why any company in the EDA market would want to standardize on one flow. You've got 3 tool sets that can do almost the same thing and they've been competing on price for 5 years. So for the vendors, it's just about how do you get the money.
Cooley - So they're keeping price discipline?
Smith - No! There was hesitation for 6 months when Fister came on board [at Cadence]. How were they going to compete? They didn't want to work on the technology, so they become propriety. Just try to take a Cadence PCB design and take it over to Mentor, or vice versa.
Cooley - So the customers are locked in?
Smith - They're locked in!
Cooley - Ted, has EDA gone flat?
Vucurevich - It absolutely has not gone flat, but it has gotten more sophisticated in how you invest. In the past, it was a Wild West. Every 18-to-36 months you'd have some event with significant re-tooling. But we haven't seen those kinds of events coming lately. We're probably good in the industry for 3 or 4 more scaling, but then it will be competing not on scaling, but on innovation.
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-- Peggy Aycinena, EDACafe.com Contributing Editor.
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