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Activist investor Icahn says Mentor undervalued

5/28/2010 08:00 PM EDT
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danlutes
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re: Activist investor Icahn says Mentor undervalued
danlutes   6/2/2010 6:56:35 PM
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"well known investor who often spares with management " spares?

garydpdx
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re: Activist investor Icahn says Mentor undervalued
garydpdx   5/29/2010 3:49:21 PM
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Carl Icahnâ??s arrival does not necessarily mean a replay of TWA. Motorola and other companies have resisted his attempts to get himself or his people on their Board of Directors. He did make it onto the board of Yahoo! And they need strategic inputs from ANY direction. It is not impossible that Icahn is convinced of synergies between Mentor Graphics and other properties (e.g., Lawson Software). For example, he may see MGC as a better platform to pursue a strategy like EDA360 than getting into Cadence, which originated that dialogue. Since Icahn is involved with Yahoo! â?¦ EDA cloud computing, anyone?

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