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Mentor Graphics Corp. Message Board

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  • stockmeister103 stockmeister103 Feb 8, 2011 3:02 PM Flag


    CDNS made an offer for $16 in June 2008. Mentor rejected it.

    This is a $20+ stock. No reason for this to be trading in the teens. The biggest issue with Mentor is their cost of sale. If they can bring down the cost of sale then this company can generate tremendous amount of cash every qtr. Problem is mgmt pays themselves and leaves very less for the shareholder.

    Not any more. Investors like Icahn and other are on to the management. Their days are numbered...Count on it!!!

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    • melanie_barnes Feb 9, 2011 9:13 AM Flag

      is there any way this could be bad for share holders?

      • 1 Reply to melanie_barnes
      • Nope. Mentor management sux. As Icahn and Donald said this management has done nothing to improve the shareholder value. I was reading the SEC filings yesterday and was very pi.ssed to find out that MENT spends $400 million on SG&A? Of which $300M is on sales and marketing. WTF is that all about? Their sales efficiency is pretty bad. And I bet they pay themselves and the sales people. As Donald said on CNBC yesterday, they treat this company as a county club.

        A shake out is good for the shareholders. I would even wager that the new board, if elected, will bring in a new CEO who will streamline the sales and put this company in the right direction. Like I always said, if managed properly, this company can perform at par with Synopsys, if not better.

        I am voting for the proxy...

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