So Mentor got Flomerics. They're paying about $60 million for the company, up from the $47 million they initially offered. (Do they know what they're doing? ¡Ojalá!)

Meanwhile, let's apply that same calculus to the Cadence-uber-Mentor deal. If Cadence wants to prevail, perhaps they need to go from the $16/share they're currently offering, to about $18.75/share. You think that's crazy? Well, nothing else about what's going on here is sane, so why not?

Meanwhile, everybody's stuck as the waiting game continues. Employees of Cadence and Mentor don't know what their futures hold; customers of Cadence or Mentor don't know when to buy, or from whom; and investors are not sure what the value of anything really is.

This stuff's the ulitmate buzz killer in EDA ... more