( 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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