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Simon7382
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re: Icahn letter highlights Mentor CEO's pay
Simon7382   4/26/2011 11:05:04 AM
NO RATINGS
While I agree that corporate raiders like Icahn rarely if ever help companies if they take them over, it is also true that Mentor's financial performance under Rhines has been abysmal. Shareholders deserve better. If the board finally owes up to its responsibility to shareholders based on Icahn's push then he has done something useful.

chipmonk0
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re: Icahn letter highlights Mentor CEO's pay
chipmonk0   4/25/2011 10:44:59 PM
NO RATINGS
For the last quarter century the US economy has been systematically destroyed by the likes of Icahn who give capitalism a bad name. They can get away with bloody murder. More power to Mentor & Wally. But beware that the US is now running on vapors ( the techology competitiveness tank is near empty ).

mranderson
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re: Icahn letter highlights Mentor CEO's pay
mranderson   4/24/2011 9:27:31 PM
NO RATINGS
Icahn doesn't care about the long term interests of an EDA company like Mentor. There will be a negative economic impact to most of the semiconductor industry if Icahn succeeds. It is pretty obvious his hedge fund buddies wanted Mentor to be sold to Cadence. I think Icahn will fail though since he is completely clueless about technology.

Max.Khan
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re: Icahn letter highlights Mentor CEO's pay
Max.Khan   4/22/2011 9:44:15 PM
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Agreed with Dean! Carl Icahn is a cockroach!

deans_#1
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re: Icahn letter highlights Mentor CEO's pay
deans_#1   4/22/2011 7:31:21 PM
NO RATINGS
I know that Mr. Icahn is a classic corporate raider, but his rumored strategies for Mentor just don't make sense to me. Mentor has a clear value in the EDA ecosystem as an independent company. I don't see how it has any meaningful value after being sold to either a competitor, or one of its big customers (so why would anyone buy it). Does he just figure that Gary Meyers will do a better job of running it than Dr. Rhines? Does he just not understand the EDA business?



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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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