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Rambus' CEO Presents At 2012 Citi Technology Conference (Transcript)

Stocks in this article: RMBS

I think from an investor standpoint this was something that, some investors have told me they were looking for and important to lower cash burn, get to a point that on kind of steady state basis we should get to cash flow positive.

So in terms of the strategy, this is a new chart describing a strategy that really the company is being doing for long time. So I’m going spend a minute on this chart. It’s not meant to be complex but it is complete and I think important.

The company has a long history of partnering with companies but also ending up in litigating with them based on the technologies that we’ve develop over many years. Most of these technologies historically have been in the area of memory and links if I just go back to this organization chart.

The memory and links piece of it was really the historical Rambus piece that if you follow the company for any period of time, over the last 20 years this produced almost all of the revenue and even today produces much of it. So pieces culminate on some of the calls that the new businesses will represent about 15% by the end of the year.

These new businesses are in Cryptography, so CRI, Cryptography Research Incorporated and LDT is in Lighting Display Technology, which is really around LED, not LED chips or components themselves, but in light guides and optical guides that produced and change where the photons are, I’ll talk about that in some point.

What is very different is if you look at the value change in these businesses and you start in the bottom on the left hand side of this chart and you think about IP, so the creation of IP, all our businesses do that.

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