Global Foundries/Synopsys/PTK
In our business, its dog it dog and very competitive. So competitive that there are stories of companies out there that tell of employees being followed at lunch and to their homes, after work. So competitive that we had the NSA inquire about one of our student interns last year. So competitive, we are forbidden (in some cases) from attending electronics shows, attending fund raisers with competing companies sponsored, got the idea ?
How does a respectable company in light of all this potential philandering and thieveing build its business plan ? They do so by developing synergistic partnerships, joint ventures, equity stakes, etc. The usually prefer complimentary technologies as partners, or in this case, a substantial step up from the current modicum of products available.
Lets face it, (from personal experience) Synopsys would not be involved and nor would Ajit if this was a speculative play. The technology is real, and marketable. Much the same as masking layers on a chip, the company is now laying down the foundation layers for the business plan development to continue unabated. Synopsys knows that, GF knows that, and now the iron is being bent and shaped to build it.
Unfortunately what we will see of this is a direct result of our industries "Iceberg Effect" prevalent in tech. Little or nothing will be revealed until official company news comes out. The reasonings are quite simple, a leg up on any potential competitors, the advertorial advantage of having something most do not, cache of being the King or Queen of the industry.
However, I digress, the thought that these three could be involved in a shared business arrangement makes me giddy. The access to the mile long client list and global Rolodex would be a marketers dream and not that this would be a difficult marketing program, it would sell it self, in all ways.
Christmas is coming and although I will never see the gifts being purchased, I can't wait for the packages.