If CDN pulls it off, they'd be doing extremely well. Like you said CDN has always made excellent judgements when it comes to acquisitions.
In Pre-Ambit days, a customer was forced to use Cadence tools +AFw-for high level work, and then to use Synopsis for the synthesis. Ambit changed the picture here (Ambit's founders are ex-Synopsis, I believe) by offering a product called "Build Gates" which directly competes with the Syopsis product called Design Compiler. Design Compiler had sort of become an industry standard.
With the emergence of Ambit, customers no longer needed to rely on two conflicting sources (CDN & SNPS) for their silicon design process. So much so that Cadence in essence IS the sales channel for Ambit. For example here in Japan, Ambit sells through Cadence's channels.
In addition, Ambit's product handles mega-gate level designs, and is said to be much faster in the synthesis process than Synopsis' Design Compiler.
So a CDN / Ambit merger is a logical step. The only that was on mind about this is that, if Ambit sticks it out, they could even IPO on their own. However, with the recent downturn of the economy, especially with Japanese silicon vendors, it may be Ambit's best move to sell to Cadence.
And for Cadence it could only bode well, since they get one step closer to being a "one-stop-silicon-shop" and can increase revenues off much the same sales effort.
Any opinions?
Cheers |
