Monday, July 21, 2008

Rambus Inc. Conference Calls - Recent Trend

Rambus Inc. will hold a conference call on July 24, 2008 at 2:00 p.m. Pacific Time to discuss its second quarter 2008 financial results.

The next day following the conference calls for the last three quarters, the share price has dropped. Why? The market has bet that Harold Hughes had a surprise to announce.

I predicted that Mr. Hughes would not disappoint at the last CC. I was wrong. The CC was a total waste of time.

Harold Hughes and Gang have shown no evidence that they have figured out how to have a meaningful conference call.

Again, I will go out on the limb and state that Harold Hughes will deliver. Not a new license. Not a settlement. Rather he and his team will communicate in a meaningful manner with the shareholders.

Click on graph to enlarge.

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