Synopsys/ Magma - Gary Smith's take

Gary Smith gives his informed perspective on Synopsys/ Magma - Great Acquisition, Difficult Merger :: Gary Smith EDA. I like that he names names with respect to which Synopsys products aren't cutting it. On paper, it seemed like a great deal of overlap between the two companies. But Gary argues that Synopsys wasn't competitive in several of these areas, and the Magma tools will give them a stronger line-up.

This point is hard to argue with:

The static timing analyzer will be a big issue with the customer base. With their recent acquisition of Extreme DA, and now Magma, Synopsys has regained their Franchise position in the important Static Timing market. This is not a good thing for the design engineer. Only competition drives tool improvements.

But how's this for bravado?

Magma brags that they can achieve better results with a five man team than Synopsys can with a fifty man team.

That's the sort of claim I might believe from an EDA startup; could a public company (no longer a spring chicken) be so agile, or is this coming from the supreme confidence of their CEO?