This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
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
Cramer's Action Alerts PLUS - See his portfolio and get alerts BEFORE every trade. Learn more NOW!

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

Rambus Inc. (RMBS)

Barclays Capital Global Technology, Media and Telecommunications Conference Call

May 23, 2012 11:15 am ET

Executives

Martin Scott - SVP and General Manager, New Business Group

Satish Rishi - CFO

Analysts

C.J. Muse - Barclays Capital

Presentation

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

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

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
Stocks Under $10

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Try it NOW
Only $9.95
Try it NOW
14-Days Free
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

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
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

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

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
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!
SYM TRADE IT LAST %CHG

Markets

DOW 18,288.63 +155.93 0.86%
S&P 500 2,117.39 +12.89 0.61%
NASDAQ 5,008.0960 +44.5690 0.90%

Partners Compare Online Brokers

Free Reports

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