It seems like there is some magic associated with the number $315M when it comes to acquisitions. We are heading to a new era of EDIP or mashup for the EDA+IP industries increasingly tied at the hip. The natural evolution is to also blend with foundry connections. I predict even stronger ties with foundries and EDIP with key alignments/ partnerships. Convergence means reverting to how we all started in this business: The fab also has the IP, libs, tools and services.(not what happened mind you but getting there). This may not be bad because it only means a change of who is the vendor and who is the customer (foundry or end customer).. A healthy industry with large partners is OK too.. I am oversimplifying but not by much.