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MIPS gained 6.2% on the day after activist investor Starboard Value, whose co-founder was named...

  • Monday, September 12, 2011, 5:06 PM ET
    MIPS gained 6.2% on the day after activist investor Starboard Value, whose co-founder was named Chairman of OPWV today, sent MIPS a letter declaring a 9.1% stake, nominating 4 board members, and urging the company to conduct share buybacks and "explore alternatives" for its intellectual property. (previously)
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This news story has 3 comments:

  • Two big MIPS licensees: (BRCM) and (NETL)

    You figure it out.
    12 Sep 2011, 05:16 PM Reply Like
  • MIPS shot higher right after the Starboard PR came out. It was close to flat on the day before that:

    finance.yahoo.com/q?s=...
    12 Sep 2011, 05:19 PM Reply Like
  • MIPS having BRCM and NETL as licensees is hardly helping them, there revenues have gone done each of their last 4 quarters.

    It seems that the buzz is surrounding the "exploring alternatives" for its intellectual property, which I assume means using it's patent portfolio to start suing people. I don't think anyone would be interested in buying MIPS for its patent portfolio, Intel and ARM don't need the technology or the patent protection.

    MIPS has little resources to defend itself against counter suits if it goes down the litigation path, which means that if they choose this path then they would have to abandon developing products and become a full blow litigation house like Rambus. Might work out, but then again it might reduce the value of the company to 0.

    It's probably a good time to be an IP lawyer about now.
    13 Sep 2011, 12:46 AM Reply Like
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