A different and maybe more unique play for them would be a play for MIPS. They have been up for sale for a while. Announced a buyer, just got a new credible offer.
MIPS has been generally in low end consumer electronic devices but they use little energy and a little I have read states that they struggle getting wins for the past few years as people don't believe they will be around long term. INTL could buy them for pocket change and come at ARMH from below. Some engineers think MIPS is better than ARMH anyway. The stock is basically trading at the new unsolicited bid. Its worth the risk/reward for me in the short term (few months).
Downside - Goes to original bid @ $6.70 Upside - I can easily do the math to get to $10-11/share.
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