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Mentor Graphics Corp. Message Board

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  • stockmeister103 stockmeister103 Feb 23, 2011 1:48 PM Flag

    Icahn can't buy more or he would...

    Well said.

    I might add that the strategic value of the assets MENT holds are of great value to different parties. CDNS is interested in the Calibre platform. That's a cash cow for MENT. PMTC can take the board design and benefit from MCAD/ECAD integrations. TMSC could also jump into the mix and benefit from a software play that it lacks.

    All-in-all, MENT is sitting pretty good. It know it has the assets to maximize the shareholder value. In the process top mgmt will walk away with a nice nest egg.

    The worst outcome here is for the employees. Uncertainty will force people to leave. But as an investor that's least of my concerns. I would just vote for the highest bidder without any sentimental attachment to what they intend to do with the company. Plain and simple...

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    • The smart play is for CDNS to buy LAVA. It will cost them only a quarter as much, get them a DRC tool that is at least as good as Caliber (see http://www.deepchip.com/items/0486-08.html), shore-up their position in analog, save them the cost of laying off half of Mentor and Mentor will go away anyway thanks to Icahn.

      (Plus it doesn't remind everyone of the 2008 fiasco)

      • 1 Reply to eda_hack
      • EDA companies don't need technology. They need customers. MENT will bring them way more customers than LAVA.

        And no this doesn't remind me of 2008 fiasco. MENT mgmt will want to pursue a deal this time. The floor is set at $17. But I am sure they can negotiate more. in 2008 they were willing to go for the deal at $18.

        Fundamentals have changed quite a bit since then. Design starts are on the rise and renewals are rising too. Combine that with the cost cutting they have been working on for the past year or so, MENT is looking very attractive.

 
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