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Tessera Technologies Inc. Message Board

  • jacosa jacosa Jan 15, 2013 10:26 AM Flag

    Wanna over-interpret the 1/15 management shuffle?

    Putting the general counsel in charge of "Tesera Intellectual Property" and not using the name "Invensas" in the body of the press release sounds like present thinking is to retain all of said business in the eventual "New Tessera" This appears to rule out what was always the least likely path for Tessera: spinning off IP licensing (It probably WOULD get a high price from a private equity pool) and going forward as DOC + the design business.

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    • They already have inexperienced people in key positions running this company so why expect any difference here?

      None of the current exectutives have any experience running a manufacturing company so good luck getting the MEMs product produced in volume any time soon.

      They best people in that area have moved on or pushed out, so IP is all they have to focus on now.

      Sentiment: Sell

 
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