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Technology Stocks : MENTOR GRAPHICS
MENT 37.250.0%Mar 31 5:00 PM EST
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To: Judy Cohen who wrote (139)8/27/1997 5:25:00 PM
From: van wang   of 376
 
judy...i think the news about the IP (Inventra) business is great...telecomm/ISP/networking is fast growing and extremely competitive so any solution to help speed development will be bought up

but analyst today attributed to rumor that MENT will spin off Exemplar...you see, MENT has developed internally and acquired other businesses in pursuit of their product strategy...but they believe in running these businesses independently...so some analysts think that the parts are worth more than the whole since very little integration exists...i will try to print dow jones print release

the fact that they run things independently defies logic (from my view)...the EDA mkt is so fragmented that it would seem to me that customers would like to have a turnkey provider (most of the cos. are too small to manage the logistics)...additionally, think about the untapped marketing potential and the inefficient marketing resources

their strategy of reusable cores, verification software in submicron level, acquisition strategy (under the logic explained above) are the reasons why I have a few thousand shares of MENT...i didnt buy MENT to think that each of their EDA products compared favorably to CDN or AVNT

however, it is frustrating to see the difference in the valuation and the slowness of Rhines to realize that the value in an acqusition strategy for this fragmented supplier market is in the integration and cost reduction potential

I was tempted to sell but there is so much room left if MENT can be aggressive in integrating the businesses and not run them like individual entities

cheers
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