INVN is opening up new markets (power tools, basketball, etc.). I see this as a huge opportunity. Baseball bats for training, football helmets for evaluating concussion potentials, etc. STM is saber-rattling to scare INVN and INVN investors.
Could also be the opening salvos to a BO. STM has been having a bit of hard time of late. Revs have fallen by 20% since 2010 and they were deep in the red for 2012. INVN has been doing very well during that time, growing by multiples, especially 2012. If you can't grow organically, and clearly STM has been stymied in that department, do it by acquiring another that is growing organically. But first, a few body blows to soften them up, hence the litigation. They are trying to put the scare in INVN for any future negotiations, but I don't think it's working.