( ESNUG 525 Item 2 ) -------------------------------------------- [05/28/13]
Subject: Questions for Joe Costello, Chairman of Oasys Design
Cooley's DAC 2013 Troublemaker's Panel
Date/Time: Monday, June 3, 3:00-4:00 pm
Location: Ballroom G, Austin Convention Center
IF YOU WANT TO ATTEND THIS DAC PANEL, SIGN-UP HERE.
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QUESTIONS FOR JOE COSTELLO
Is Oasys focused more on "RTL Explorer" and less on competing
directly with SNPS and CDNS in the synthesis?
What is your commitment on investing in synthesis?
Name the customers who are actually using RealTime Designer as
their main (or sole) synthesis tool in a production tapeout.
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Why hasn't Synopsys sued Oasys yet? Aart sues small cometitors to
keep them in line. Are you not enough of a threat to Synopsys now?
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1. Supposedly, Oasys has doubled their sales since they changed
from logic synthesis into RTL exploration/floorplaning.
Is Oasys dumping RTL synthesis now?
2. Joe is your plan to rebuild Oasys into a Big 3 EDA company?
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What were you thinking by investing in Oasys? Head to head against
a Synopsys 25 year monopoly.
What makes you think Oasys has a chance?
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Oasys ran out of money at the end of March. Where is your new
funding coming from?
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At what stage of development are Oasys' estimation tools?
We hear it's still alpha code.
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Why did Oasys fire Craig Robbins? Why fire Dan Ganousis? Why
can't you keep your VP's of Sales any more?
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Joe (Oasys): When will CDN buy you?
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My edgy questions to Joe Costello - Oasys Design:
1. At what price would Oasys go to SNPS for? Give a number.
2. How long will it take for Oasys to capture at least 50%
marketshare in RTL synthesis tools?
3. Who is your biggest competitor besides Synopsys synthesis?
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- What is Oasys' market share?
- What is the long term plan of Oasys, IPO, acquisition?
- Who are the likely prospects for acquisition?
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Question for Joe Costello:
What does Joe think of Lip-Bu Tan's leadership of Cadence, and
does Joe think he could take him in basketball?
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If Lip-bu Tan decided to amicably step down as CEO of Cadence,
and the CDNS board asked for you back, would you take the job?
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What three things is Lip-bu doing right at Cadence right now?
What three things is Lip-bu doing wrong at Cadence right now?
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Joe;
Tell us of your stealth EDA start-up -- Montana or Dakota EDA.
What does it do? Who does it threaten?
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Ask Joe about Montana EDA.
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To Costello:
Yet another emulator??? Why is yours any different from the
30 other HW emulators already on the market?
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Costello and Hogan -
Cadence says it's attacking the Synopsys Primetime franchise
with its Tempus. Why now? Why didn't Cadence attack Primetime
20 years ago when it was first starting up?
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Joe -
In the 15 years since you've been away, have you bought or sold
any public EDA shares? If yes, which stocks and when?
Are EDA stocks a good investment in your opinion?
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Joe Costello:
In the future will the design start point be RTL-Level or TLM?
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Do you plan to leave Orb Networks?
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