Categories create companies,Features get acquired
http://www.eetimes.com/news/design/showArticle.jhtml?articleID=199901924
Really good statement from a person I am starting to admire, Rajeev Madhavan, CEO of magma….
What he says about the IP’s getting integrated with the EDA tools seems to be correct; I mean the way I see its virtually important for single-IP based startup’s to come up. To compete with the abundance of so called "infrastructure" IP pool that the big player’s have. See, what’s the point of a single IP company with expertise in DSP spending time/money developing buying infrastructure IP like IIC and SPI and trying to integrate it into their environment? I would always buy it from the tool vendor provided he gives me a plug-in solution to my environment and also to me at a competitive rate. I know with the technology purists there is some resentment to club IP vendors with EDA industry,but from what I have gathered, we are moving into a area where IP would make a substantial section of the EDA tool’s profit and it doesnt ake sense for me not to leverage on a earning oppertunity as long as it does not affect your work in your core competencies and may even fund more research in the Core business of EDA and talking of the crowd, wouldnt at least some of the people who buy the tools be also in a position to dictate the IP buying for their respective companies? Since I have not attended DAC I cant comment, but I feel probably yes….
Coming back to the heading of the post, in the shark eat fish world of EDA industry….this statement….so well sums it up
Me and my best buddy Zubin, who’s a fanatic RedShite supporter, have this habit of trying to find analogies with the football world ,actually the English premiership, and the everything else in life, and while trying to explain the EDA industry to him ( him being totally clueless as he’s from the ERP field), he came up with a interesting analogy
The EDA companies investing in their own R&D is like the clubs investing in their academy, there is a remote chance of getting a Rooney or a Gerrad ( which would be a break through idea like Custom wire load models ? ) but chances are less….mostly you end with a squad player like Tony Hibbert ( which in EDA terms would be some flow development/refinement, which would seamlessly integrate the different tools or flow reference model etc) who is none the less very important for the success of the team (the tool) . And some club like Wolves would come up with Joelen Lescott (in EDA terms some geek graduate from college would come with the next big Idea of, say, DFM (design for manufacturability)), but the club wont achieve anything because he alone cant will them matches ( the DFM idea wont survive on its own) and would be brought by the big club ( would be brought by Cadance for example…integrated to their flow to make a world class product) and the club would win the Champions league ( successful chip tapeout perhaps :P) ….
To add my own parts to it
Categories create companies (different clubs have different type of playing like arsenal and Manu for one touch football and Chelsea playing the direct approach and Everton with the work-rate based play) Features get acquired ( features are key players with key skills that are either acquired or developed in-house) but the company has to think properly to look at what to acquire, not only just how good the idea is but also how well it suits their category ( not look at just how good the player is but also that his skills are what the team needs or u will end up being Arjen Robben at Chelsea, a brilliant player WASTED)
anyway I have kept all the beautiful people in my dreams waiting today for too long……
Good night and Au revor Kochi
