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Technology Stocks : MENTOR GRAPHICS
MENT 37.250.0%Mar 31 5:00 PM EST
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To: Chinacat who wrote (166)9/17/1998 12:10:00 AM
From: softcash   of 376
 
MENT needs to have this deal.

MENT has been banging their head against the wall or
should I say against Cadence and Synopsys to be more exact.
System strategies have changed in the last couple of years.
I'm sure most have heard about system on a chip (SOC).
MENT, SNPS and CDN has their own version of what it will
look like. Cadence has already conceded the synthesis
race with SNPS. SNPS won that. But SNPS still has
Ambit to deal with. Not sure how that will pan out.

There are many things companies can do to turn themselves
around. MENT it seems has finally figured out how to make
alittle more money each quarter instead of loosing it.
They need to broaden their horizon. But yet satisfy their
goal of SOC. Quickturn provides MENT an enhancement to
their SOC goals. They need to do this quickly because Synopsys
and Cadence (larger companies by the way) are not sitting
on their thumbs. I think the move is very interesting compared
to moves SNPS and CDN has made. Talk about getting closer to
silicon. It will be good for MENT to get close to silicon and
Quickturn's customers. This will help improve MENT's tools
and image among chip designers. I suspect that if SNPS or
CDN would try to one up MENT on this one, they would have to
buy National Semiconductor.

Personally, I hope the merger goes through. I think they need
each other.
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