( ESNUG 531 Item 4 ) -------------------------------------------- [08/08/13]
Subject: Stealth Cadence Reorg, Palladium in trouble, and Apache is hurting
GRAIN OF SALT: Ten days ago Cadence did a quiet unannounced reorg of its
senior executive staff that they hoped the world wouldn't notice. How do I
know this? No press release about it. And Cadence puts out press releases
on everything. Cadence's problem is they didn't remember that EDA vendors
*constantly* monitor each other -- and they talk to Cooley. :)
Please keep in mind these letters came from Cadence RIVALS, so they're
apt to have some bias in them. Take them with a grain of salt.
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Hi, John,
Cadence reorged its senior staff on Monday.
Chi-Ping's been demoted to only SVP of Digital, no more Custom now.
Instead for Custom IC, Tom Beckley now reports directly to Lip-Bu.
Although his Custom Designer flopped, Aart's new Laker might get
traction now that Martin Lu is out of the picture. CDNS needs
to stay on the ball or it could slip. This exec change is to keep
Lip-bu directly on top of Virtuoso before it goes bad.
They've moved Verification under Charlie Huang, who still remains
as head of CDNS Sales. It's so Charlie can clean up the Palladium
mess. It was caught asleep at the wheel a full node behind the new
Veloce 2 and has been woefully losing sales to MENT since then.
Six weeks ago, after failing an internal CDNS competition, the entire
old IBM/Quickurn Palladium team (~25 engineers based in New York
state) was laid off to be replaced by a new team of chip designers
from Cisco and Tilera. From their prior jobs, these new replacement
engineers are already experienced taping out TSMC 28 nm chips similar
to Palladium's architecture. Lip-bu hopes to use them to recover
emulation by late 2014. Charlie as SVP is a sales stop loss action.
Martin Lund will stay focused on IP exactly as he was before.
Nimish Modi has replaced Pankaj Mayor for Corporate Marketing; in
addition Nimish will also do M&A and Business Development for CDNS.
The Charlie Huang and Tom Beckley moves clearly show this reorg was
for past and future damage control more than anything else.
- [ An Anon EDA Vendor ]
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Marrying Cadence Sales with Palladium seems desperate.
But there's too much at risk not try something. Palladium sales
bolster Incisive simulator sales and vice versa. Lose one and
you'll lose the other.
Charlie's sure got his work cut out for him on this one.
- [ An Anon EDA Vendor ]
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See, John? I told you Palladium was in trouble. It's even had
coolant leak problems where a Cadence FAE had to go to customer
sites to refill it like a broken down '72 Chevy.
Cadence just put their "Mr. Fix-It" GM, Charlie Huang, in charge
of that division. As I told you before, Palladium's losing share
cause it's a full node behind Wally's Veloce 2.
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Check out the new Cadence e-staff page.
Pankag is gone. Chi-Ping moved down while Charlie and Tom moved
up. Nimish did a lateral. No change for Lund.
- [ An Anon EDA Vendor ]
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Hey, John,
Lip-bu Tan has taken more direct control of CDNS.
On Friday all Cadence R&D reported to either Chi-Ping or Nimish.
On Monday Lib-bu has Digital (Chi-Ping), Verification (Charlie),
IP (Martin), Full Custom (Beckley), Marketing (Nimish) now all
separately report directly to him.
- [ An Anon EDA Vendor ]
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For your gossip page:
It's been long overdue that Virtuoso (via Beckley) was made a
direct report to Lip-Bu. Analog and Full Custom account for one
third to one half of Cadence's annual revenues.
- [ An Anon EDA Vendor ]
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Re: Beckley
Why would Cadence combine Virtuoso and Allegro under the same SVP?
Full Custom and PCB are unrelated product lines.
- [ An Anon EDA Vendor ]
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Chi-Ping Hsu lost Full Custom, yet he's now the Chief Strategy
Officer for EDA, a new office that didn't exist before in Cadence.
Is he moving up or down?
- [ An Anon EDA Vendor ]
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> To make matters worse, Apache has been mostly treading water ever since it
> got acquired by Ansys three years ago. Ask yourself when was the last big
> new tool development that Apache has announced? It was in 2010 -- right
> before their Ansys acquisition -- with their PathFinder ESD tool. Since
> then it's been hanging on by inertia. ...
>
> Apache today is falling into the end-of-life product cycle. So when you
> say we're an Apache wannabe, John, we take offense. We're the better next
> generation EDA tools taking our rightful place at the sub-20 nm table.
>
> - Jens Andersen of Invarian, Inc.
> http://www.deepchip.com/items/0529-05.html
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Tell the Invarian guy bravo! Brass balls like his not only keeps
EDA interesting, that attutude also makes better tools.
- [ An Anon EDA User ]
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WOW! This guy reminds me of Rajeev before he sold out, or a young
Aart before he went American Corporate.
- [ An Anon EDA Vendor ]
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New faces in IR-drop, noise, and power. Competition is good.
- [ An Anon EDA User ]
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In 2010, Apache put out 31 press releases.
In 2011, Apache put out 20 press releases in 6 months then Ansys
aquired them.
Rumor has it that Ansys ordered Apache management to stop it
with the almost bi-weekly press releases about "record sales,"
"new products," etc.
In 2012, Apache put out 8 press releases.
In 2013, Apache put out 2 press releases in 8 months so far.
My contacts at Apache tell me things are just falling apart there.
The Apache folks are sick and tired of life in the slow lane and
are dying to get out of jail once the earnout period expires early
next year.
And they were supposed to get excited about a free trip to
Pittsburgh??????
- [ An Anon EDA Vendor ]
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Looks like Andrew has internal and external pressures on him now.
- [ An Anon EDA User ]
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