( ESNUG 541 Item 3 ) -------------------------------------------- [05/23/14]

Subject: 17 guesses on which tier one P&R customer Lip-Bu stole from Aart

> - LIP-BU'S PUZZLE: Earlier this week during the CDNS 1st quarter 2014
>   earnings call, Lip-Bu Tan boasted (on record):
>
>      "We won a major competitive displacement at a large consumer
>       electronics company, which decided to adopt the full Cadence
>       flow, RTL through signoff, for multiple FinFET production
>       designs that should be in silicon later this year."
>
>           - Lip-Bu Tan, CDNS CEO (1Q14 Earnings 04/21/14)
>
>   While it's clear that this means CDNS stole away one of Aart's top
>   tier customers, it's unclear exactly who CDNS stole.
>
>   I know it's not Samsung nor Apple.  They'd be too big not to have
>   everyone blabbing.  Also, both Apple and Samsung use a mix of tools
>   from SNPS/CDNS/MENT/ANSYS.  Lip-Bu is talking about a displacement.
>   This means SNPS got booted out, to be replaced by an all-CDNS flow.
>
>   I'd love it if anon sources told me who CDNS stole.  (Hint! Hint!)
>
>       - from http://www.deepchip.com/items/0538-10.html

            ----    ----    ----    ----    ----    ----    ----

        "It's LG."

            ----    ----    ----    ----    ----    ----    ----

        "LG"

            ----    ----    ----    ----    ----    ----    ----

        "Hint: world's second-largest television manufacturer."

            ----    ----    ----    ----    ----    ----    ----

        "(I did not tell you this.)  It's LG."

            ----    ----    ----    ----    ----    ----    ----

        "Puzzle you back.  Venn:

                                   vulgar
                                   pilgrim
                                 divulge
                                    algorith
                                   bilge

            ----    ----    ----    ----    ----    ----    ----

        "I knew them as Lucky Gold Star."

            ----    ----    ----    ----    ----    ----    ----

        "Life's Good. (R)"

            ----    ----    ----    ----    ----    ----    ----

        "Leggy Gators
         Limp Gogetters
         Lusty Girls
         Lumpy Gravy
         Longlasting Garlic"

            ----    ----    ----    ----    ----    ----    ----

        "LG"

            ----    ----    ----    ----    ----    ----    ----

        "Can't help you with Lip-Bu's puzzle, but I'm thinking of
         buying a TV.
                           

         What do you think of this one?"

            ----    ----    ----    ----    ----    ----    ----

        "4974 2773 204C 472E"

            ----    ----    ----    ----    ----    ----    ----

        "All 5 of the LG Electronics design centers worldwide."

            ----    ----    ----    ----    ----    ----    ----

        "LG"

            ----    ----    ----    ----    ----    ----    ----

        "My guess is GoPro because Lip-Bu owns stock in it."

            ----    ----    ----    ----    ----    ----    ----

        "GoPro?  Do they design their own chips?"

            ----    ----    ----    ----    ----    ----    ----

        "GoPro"

            ----    ----    ----    ----    ----    ----    ----

        "The DSP division of TI."


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