( ESNUG 564 Item 2 ) -------------------------------------------- [11/22/16]
Editor's Note: This letter just came in 20 minutes ago. Wow. - John
Subject: bigwig Siemens PLM Chairman responds to DeepChip IC EDA users
Because of so many unexpected simultaneous GOOD and BAD answers, it appears
that there's still no clear consensus by the IC EDA users on this other than
a *fear* of a Synopsys/Cadence duopoly followed by the *hope* that this deal
finally stabilizes Mentor. (Notice how 19% see this a reducing competition,
while 13% see this as helping competition -- in the same survey!)
Basically this survey says that, for IC EDA users at least, an awful lot
hinges on what the Siemens management does with Calibre, BDA AFS, Veloce,
ModelSim/Questa, Tessent, Sierra, and Calypto product lines and especially
their related MENT management and R&D. If Siemens goes in hacking away,
the only people cheering loudly will be Aart and Lip-Bu.
- John Cooley, DeepChip.com
What 238 IC EDA users think about the Siemens/Mentor buyout
From: [ Chuck Grindstaff of Siemens PLM Software ]
Hi, John,
Thank you for conducting this user survey and for posting the first results.
We read through them and we would like you and your DeepChip readers to know
that one of the reasons we want to acquire Mentor Graphics is because of
their EDA technology and their silicon business. While this acquisition
remains subject to some conditions, including shareholder and regulatory
approvals, our intent after the acquisition closes is to compete
aggressively in the EDA market including against Synopsys and Cadence.
Siemens agreed to acquire Mentor for $4.5 billion. We would not make such a
significant investment to shortchange MENT's strengths in IC and SoC design.
The world of IC & SoC design will be new to us, no doubt about it.
However, it is not new to Mentor, and that's why we are so interested not
only in Mentor's flagship products -- but also the talented people that will
come with the acquisition.
During the business reviews leading into the acquisition agreement, we
learned a lot about Calibre, Tessent, Veloce, Questa, and other key Mentor
technologies. We agree with your readers' assessment. Mentor is truly
focused on providing the best technology. Siemens is excited to make
future investments in Mentor's key EDA technologies so that those can grow
even faster.
We want your readers and the Mentor customers to feel confident that we are
committed to Mentor's core technologies once the acquisition closes. We
have a genuine interest in keeping Mentor's customers and Mentor's key
talent on board and it is our strong desire to achieve future growth in
EDA for Mentor.
We are looking forward to meeting you and Mentor's current and future
customers in coming weeks and most certainly at DAC in Austin next June.
Regards,
- Chuck Grindstaff
Executive Chairman
Siemens PLM Software Plano, TX
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