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Mentor Graphics Should Be Acquired or Sold: Carl Icahn COUNTERPOINTSemiWiki - Daniel NenniFeb. 21, 2011 |
Daniel,
On Jan 20th, you criticized that the EDA models are all broken and need to change. Ridiculing Synpsys, Cadence, Mentor and Magma for not agreeing to 'pay for success' type of model (some form of royalties).
On Feb 14th, you state that Icahn doesn't understand EDA and should stay out. Maybe he is seeing the same issue you have stated. The business models are not correct and do not maximize shareholder returns. Unfortunate for Mentor that over the past x yrs, besides a Cadence hostile takeover attempt, several hedge funds started to become active with Mentor stock. Once this trend started, Mentor became the low hanging fruit with higher visibility and a higher probability for return on their investment. This return might be on short 'buyouts' of this funds (pay them to leave) or longer term hostile activities.
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