Mentor Graphics Corp. (MENT)
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MENT Forum Topics
- All Comments on MENT
- General Discussion on MENT
- 10 Reasons To Look at 10 Oregon Stocks [view article]
- Three Electronic Design Stocks: Mentor, Magma, Synopsys [view article]
- After Cadence's Failed Pursuit, Mentor Shows Sparks [view article]
- Cadence Takes a Page Out of Microsoft’s Playbook [view article]
- Mentor Will Fight Cadence's Hostile Bid [view article]
- Mentor and PDF Solutions Climb [view article]
- Wall Street Breakfast: Must-Know News [view article]
- A Smorgasbord of Tech Bargains - Barron's [view article]
- Merrill Lynch's Short List [view article]
loading ...Recent MENT Articles
- Three Electronic Design Stocks: Mentor, Magma, Synopsys
- After Cadence's Failed Pursuit, Mentor Shows Sparks
- 10 Reasons To Look at 10 Oregon Stocks
- Cadence Ends $1.6B Hostile Bid for Mentor Graphics
- Tech M&A Down 40%, LBOs Down 92%
- Mentor Hires Goldman's Woodruff to Fend Off Cadence
- Cadence Takes a Page Out of Microsoft’s Playbook
- Mentor Will Fight Cadence's Hostile Bid
- Mentor and PDF Solutions Climb
- Wall Street Breakfast: Must-Know News
- Full List of Articles »
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10 Reasons To Look at 10 Oregon Stocks [view article]
Excuse me but house prices are falling at a dramatic rate....especially in Bend and Central Oregon. The Salmon industry is finished and the eastern filbert blight is wiping out many hazelnut farms. One in five children go to bed hungry at night in Oregon. Oregon has close to the highest rate of suicide, meth use, unemployment and poverty in the nation since the loss of timber jobs and high tech....and it's tax hell....by standing on a two legged stool without a sales tax (drug dealers don't pay income tax) ....those who work are paying for those who do not work.....come on over to visit...and enjoy the rain for 200 days each year in the valley. Reply10 Reasons To Look at 10 Oregon Stocks [view article]
I believe what the author was describing on #8 - revenue limits pertains to our property tax limitation. Oregon several years ago passed a limit to the general obligation portion of it's property tax - limited to $5/$1000 of assessed value. This limit can only be exceeded through state wide bond measures that are for specific governmental needs. Despite the limit, property taxes are still going up due to the dramatic increase in assessed values over the last 10 years. ReplyThree Electronic Design Stocks: Mentor, Magma, Synopsys [view article]
The foundries are getting into the EDA business. Expect CDNS and LAVA to fade away soon. MENT and SNPS are in better shape because their established positions in the DFM space. These however, can erode as foundries replace them piece by piece.If one has money, why buy EDA stocks? Reply
10 Reasons To Look at 10 Oregon Stocks [view article]
Great stuff, i love you state specifc ideas. Keep the coming.Can you explain number 8 to me. What does a revenue mean? what is the investing impact? what are the other 6 states? Reply
Mentor!
After Cadence's Failed Pursuit, Mentor Shows Sparks [view article]
The author of the article must be a major Cadence shareholder. Why else would the reference the Mentor management team as Smug. I have been affiliated with Mentor for some time now and the Mentor management team is anything but. They have always been very approachable, employee friendly and excellent leaders. There are many at Mentor Graphics who are very happy this ridiculous merger fell through so we have the opportunity to continue the plan and goal of becoming the number one vendor in EDA. And it WILL happen!!! Rock on Mentor! ReplyCadence Takes a Page Out of Microsoft’s Playbook [view article]
On balance this merger is going to be mostly suboptimal to the end users, employees at both companies, the larger EDA community, and Cadence shareholders. The real beneficiaries of this merger will be Mentor shareholders and the institutions that finance this deal.EDA market is $5B+ supporting a $250B semiconductor market. And, it's growing albiet slowly at ~5% CAGR. In my opinion, that market size and growth should be able to support 3 or 4 large players.
From an user perspective, the more choices they have the better the quality of products and services. This merger results in too many product overlaps and diminished product choices which is not going to help the end user.
There will be retrenchment at the combined companies. Internal political battle will stranglehold development. And, the smart folks will simply run to an exit after the merger.
From a larger EDA ecosystem -- EDA startups, which have been the perennial suppliers of new technology will now have one less exit opportunity given that an IPO is all but impossible these days. And, the VCs will be less enthused to invest in EDA startups.
Mentor shareholders will receive a bump in their stock valuation, however I predict Cadence share price will continue to deteriorate since they will not be able to provide a whole lot of value with the merger (other than cost reduction) and Cadence will be unable to aggressively invest in R&D since they have to service the huge merger debt.
Well, the only clear winners may be the financial institutions who finance this deal and the Mentor shareholders.
Reply
d
Mentor and PDF Solutions Climb [view article]
You have to wonder who writes these articles for this woman...I mean, surely, it can't be her...look at the publication history -- an article every one or two days; sometimes more than one a day...analysis over a range of tech companies so broad as to make me highly skeptical of the value of any opinion she has to offer...and typical of "seekingalpha&quo... authors, she is not required to actually act on her commentary and put together an actual portfolio so we could all see how perspicacious she really is...and reviewing her past articles suggests her bucket has a pretty big hole in it. ReplyWall Street Breakfast: Must-Know News [view article]
Oil price is going up that scares the consumers but not the government. In fact timely government inventory drop serves as catalyst to price increase. There is no cry from the goverment to control or to do some thing. After reading David Baldacci's and Clive Cussler's fiction stories on government, my question is "is there any connection."? Our scientist and researchers those who put man on the moon are capable producing quick results considering hydrogen and bio fuels. In fact pwerful hydrogen technology was develpoed by private investor in late seventies and is readily available. Only we need money and interest of our goverment. Is oil lobbyist over powering consumers cry? ReplyEli Hoffmann
Wall Street Breakfast: Must-Know News [view article]
Thanks Ruth, I'm really glad you find the earnings summaries useful.We're going to continue doing them this way, but we've got something else in store too. Hint: Keep an eye on our home page next week. Reply
Wall Street Breakfast: Must-Know News [view article]
Eli, just want to let you know how much I like your new method of reporting the earnings results in Wall Street Breakfast. I find it the most useable earnings reporting that I've seen online. Love the red and green highlights; that you split the earnings into after close and before open; and how concisely the list presents a large amount of info.Thank you!!
Ruth
Reply
Wall Street Breakfast: Must-Know News [view article]
The word is "gouging", the Bush regime drops oil in inventory to make more available in U.S. and lower cost (knowing its not going lower), big money says, "price of oil rises because inventories are down", raise inventory levels, and big money says "lack of fuel for consumers" (Chicken or the egg theory). The real terrorist act is still going on in the U.S. and Washington. ReplyWall Street Breakfast: Must-Know News [view article]
"IEA sees crude crunch". You should quote the source and say that it is an unconfirmed wild assumption about the results of a just started study, full of uncertainties, about the supply situation 10 years from now. Besides supply, nobody knows what oil demand will be in 10 years, with all kind of conservation measures and alternatives beeing developed.There are already enough false statements fuelling the speculation. You should not add to that. Reply
Wall Street Breakfast: Must-Know News [view article]
I remember the Carter - era lines at gas stations, and the NO GAS signs too.... and the price controls that followed and made things worse.Now I have experienced some long lines like that at the COSTCO discount gas pump. More people are gassing there to get a few cents off the price of gas at their neighborhood station, making for a much longer wait, much longer lines at COSTCO out in Puget Sound's Kitsap Peninsula. We've been gassing there for years, and breezed through until this month. Reply
Schweitzer
Wall Street Breakfast: Must-Know News [view article]
And still, there are no Carter-era type lines at the gas stations.However, there are some in Congress who are looking for ways to return to that condition.
Vote early and often (changing each time) in November. Reply
Wall Street Breakfast: Must-Know News [view article]
It's going to be a crude awakening... Reply