Rambus Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
All right. Good morning, everybody. Thanks for joining us at the Morgan Stanley Technology Conference. My name is Marco Lagos, I run the U.S. semiconductor investment banking business for Morgan Stanley, and I'm proud and honored to be on stage today with the team at Rambus.
I've got Luc Seraphin, the CEO of Rambus; and Des Lynch, the Chief Financial Officer of Rambus here with me. So Luc and Des, both of you, thanks for joining us.
So let's start for a super high level. Rambus has been around for a long time. The company started in 1990, and Luc, you just crossed your fifth year mark as CEO in October of last year. So a very different company today than what it's been historically. Can you perhaps walk the group through the journey that you've been on since you became CEO and where you are today?
Yes. Thanks, Marco, for having us. As you said, Rambus started about 30 years ago. It's good to go back there. And as the name indicates, Rambus, we were developing the foundational
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
