CDNS IS LOOKING TO SUBMIT AN OFFER FOR LAVA.READ WHY
But there is a third possibility, that makes sense, it is not so revolutionary, and may be good for the EDA industry. So Wally and Greg here is my unsolicited advice: call Rajeev and start merger talks between Mentor and Magma. The resulting company will result in a product portfolio as strong or stronger than Cadence, and will be a very effective competitor to Synopsys. The two companies have similar corporate cultures, at least a lot more similar than Cadence and Mentor, the overlap in staffing is small, and the product fit could not be better if it had been developed by one company. Magma's customers would not only not be concerned, but they will find that instead of having two suppliers, One for Questa and Calibre, the other for Talus, and Hydra they would be dealing with just one. Magma's Rio Magic will find a good fit with Mentor's Expedition, and Mentor's Eldo might help in expanding the market for FineSim and Titan. The resulting company will certainly have sales above the $1 billion.