I have 200,000 dollars woth (sic) of Rambus stock. Does this bother you? If it does ...Too Fcking (sic) BAD!!!!The size of your investment does not impress or concern me. Although, I hope at some point your $200K is $200M - but for entirely selfish reasons.
I am fortunate as my average share price is slightly above $8.00. However, the green sky above is getting thin and I am not amused.
I am fortunate - many are not. As shareholders, they have a right to "whine" if they feel the need. You don't like it, too bad.
Rambus is an investment, not a religion. Nobody is going to Hades for "losing the Rambus faith".
The annual meeting was uninspiring. More to the point, it was a disaster.
A slide or slides were missing.
Important content on a slide was merely glossed over - DDR2 complaint. Who is being served? What is the big secret? Complaints are public documents once filed.
No comment was made about the new director.
I don't expect the annual meeting of shareholders to conclude with all in attendance joining hands and singing. I do expect to feel informed, that those in charge have a solid game plan and that they are not running the company by the seat of their pants.
Guess it is a bit tough to put on a game face when you are still wiping the egg off that splashed up when the tapes were "found".
Don't get me wrong, I am hoping the tapes put Hynix six feet under.
I am wondering if the tapes would have helped in VAII or VAI for that matter?
I guess it is a bit tough to put on a game face when you have been handed your a** by Infineon.
Don't get me wrong, $150M isn't chump change - it would feed AI's family for a few years. But it is a far cry from fair value.
Don't get me wrong, I remain convinced that settling was the right thing to do. But it is hard to feel good about it.
Hughes, et al. time to reload. Take a holiday. Hire a PR firm. Send Steve flowers and make a lunch date.
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