This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Rambus' CEO Presents At Barclays Capital Global Technology, Media And Telecommunications Conference (Transcript)

Stocks in this article: RMBS

Rambus Inc. (RMBS)

Barclays Capital Global Technology, Media and Telecommunications Conference Call

May 23, 2012 11:15 am ET


Martin Scott - SVP and General Manager, New Business Group

Satish Rishi - CFO


C.J. Muse - Barclays Capital


C.J. Muse - Barclays Capital

Well good morning. My name is C.J. Muse, semiconductor analyst. I am very pleased to have the Rambus team with us today. We have Martin Scott who is the SVP and General Manager of New Business Group. He will be presenting. We have roughly 25 minutes. I think we have slides maybe 15-20 and then after that we will have Satish Rishi, CFO join in for Q&A. And after that we have a breakout in room Liberty 3 and with that let me turn it over to Martin.

Martin Scott

Thank you very much. It’s a pleasure to be here this morning. We can add the first slide. I would like to remind you that we will be making statements that are protected by the Safe Harbor provision. You can refer to the details on that slide. For those of you that are a little bit less familiar with Rambus, a brief introduction, I think is in order. We continue to be a premier technology licensing provider. And we've decided over the last couple of years to divide into the traditional semiconductor business focus that some of you may know from Rambus’ past and the groups that I manage, which is the New Business Group, which will be the primary focus of our conversation this morning. Our 2011 customer licensing income is $318 million and you can see the breakdown between recurring and non-recurring revenues and for further detail and questions about that, I would refer you to Satish at the end of this presentation.

1 of 3

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 18,053.71 +23.50 0.13%
S&P 500 2,088.77 +6.89 0.33%
NASDAQ 4,806.8590 +33.3870 0.70%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs