The “20 Questions with Wally Rhines” series continues
Carl Icahn is a remarkably charming person. You might expect him to be a mean, aggressive adversary but he actually jokes about his foibles, tells stories about interesting people and gently poses questions. “I thought Jerry Yang just didn’t want to sell his Yahoo… Read More
One year ago activist investor Carl Icahn started a hostile takeover bid for Mentor Graphics and was able to offer up three new board members, however yesterday we read that Mentor Graphics will:
Reading the title you guessed it right, Mentor Graphics has three new board members today from the slate offered by billionaire activist Carl Icahn:
The corporate raiders are still throwing rocks at Mentor Graphics. I have followed this reality show VERY closely and find their latest assault seriously counterproductive. Disinformation is common in EDA but I expected more from Carl Icahn and the Raiderettes. They are quite the drama queens. Here is a billion dollar question:… Read More
This is just another blog about Carl Icahn and his quest to conquer EDA, when in fact EDA is conquering him. It includes highlights from my dinner with Mentor Graphics and Physicist Brian Greene, the Mentor Q4 conference call, and meeting Mentor CEO Wally Rhines at DvCon 2011.
It wasn’t just the free food this time, dinner with Brian… Read More
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 thatIcahn doesn’t understand EDA and should stay out. Maybe he is seeing … Read More
The big EDA news last week of course was the CNBC interview (HERE) with infamous corporate raider Carl Icahn. Carl is not happy with Mentor Executives, nor is Mentor investor Donald Drapkin who said, and I quote, “It’s just a sleepy company run like a country club”. Carl and Donald’s combined MENT investment is 20%+ … Read More
According to an amended 13S filing, you now own 7.9% of Mentor Graphics, up from 6.86% disclosed on May 27th. Just what are you thinking!?!?!? Clearly you are a smart guy and you pretty much invented the game of corporate raidership, but EDA? Mentor Graphics? EDA does not need you, Mentor Graphics does not need you, I do not need you … Read More
