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What does Carl Icahn really want from Mentor?JB's Circuit - John BlylerJun. 21, 2010 |
Have you seen the increasing coverage about investor Carl Icahn’s growing interest in Mentor Graphics? Erik Siemers just wrote a story for the Portland Business Journal: “Mentor Graphics Waits to hear from Carl Icahn.” Even the Oregonian has recently noticed the issue, thanks to Mike Rogoway’s piece from several weeks ago: “Icahn takes a stake in Mentor Graphics”
It should be no surprise that one of my first questions for Mentor’s CEO Wally Rhines earlier this week at the Design Automation Conference (DAC) was about Icahn’s intentions. Since the setting for this conversation was an informal dinner with press and – believe it or not – a couple of new EDA analysts, I won’t quote Wally directly but will instead paraphrase his response.
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