Tuesday, September 19, 2006 7:11:18 AM
The 4Q is nearly upon us and the year is almost complete. What has Rambus accomplished to date in 2006?? From the Press Releases:
• Record revenue in Q2
• BoD changes
• new BoD Chairman
• Signed Matsushita License covering SDRAM and DDR SDRAM memory controllers
• Signed Toshiba License covering SDRAM and DDR SDRAM memory controllers
• Achieved 500th Patent Milestone including FlexPhase technology
• Won Patent Infringement Trial Against Hynix including $133M in damages for infringing U.S. sales; all Rambus patent claims in trial found valid and infringed
• Rambus Dynamic Point-to-Point Technology Named Innovation of the Year by EDN Magazine
• Signed Fujitsu License Covering Systems and Semiconductors
• Signed IBM Technology License for Cell Broadband Engine-Based Processors and Companion Chips using FlexIO processor bus and XDR memory technologies
• Signed Enigma Semiconductor License for Advanced Backplane Technology incorporating SmartDFE technology
• Introduced SmartDFE high-speed signaling conditioning technology
• Won Phase 1 of Hynix trial
• Signed Patent License Agreement with AMD for $75M over five years covering all chips except memory
Balance the positives against these negatives:
• No licensing news since the first week of July.
• yet-to-be completed Audit Committee investigation of stock option practices (over 100 days and counting)
• yet-to-be completed Financial Restatements Related to Stock-Based Compensation for years 2003, 2004, 2005, and 1Q 2006
• class action shareholder lawsuits resulting from stock option practices
• yet-to-be announced 2Q Earnings
• potential NASDAQ delisting for missing 10-Q filing date
• no closure on any patent infringement or regulatory litigation
No doubt missed some key events, so feel free to make additions. Not a banner year by any measure, but not a washout either. Mr. Hughes and Team still have a full quarter to tip the scales either way. It has been awful quiet in Los Altos.
http://www.rambus.com/us/news/press_releases/index.html?sp_i=1&sp_q=&sp_a=sp1003760d&sp_...
Just my opinion.
Threejack
Recent RMBS News
- Rambus to Announce First Quarter Fiscal Year 2024 Results • Business Wire • 04/08/2024 08:05:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/11/2024 08:05:25 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 03/08/2024 09:10:53 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 03/08/2024 09:05:56 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 03/08/2024 09:02:08 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/08/2024 06:36:31 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/07/2024 09:06:12 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/06/2024 06:26:59 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/05/2024 09:34:40 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/05/2024 05:48:21 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/04/2024 11:21:07 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/04/2024 09:18:52 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/01/2024 01:55:31 PM
- Rambus Initiates Accelerated Share Repurchase Program • Business Wire • 03/01/2024 01:45:00 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 02/23/2024 06:04:34 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/21/2024 07:22:15 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/20/2024 09:28:08 PM
- Rambus to Present at Morgan Stanley Technology, Media & Telecom Conference • Business Wire • 02/20/2024 09:05:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/13/2024 09:08:29 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/12/2024 09:06:56 PM
- Futures Pointing To Initial Strength On Wall Street • IH Market News • 02/07/2024 02:12:55 PM
- U.S. Stocks Finish Choppy Trading Day Modestly Higher • IH Market News • 02/06/2024 10:05:48 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/06/2024 08:32:29 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/06/2024 08:24:44 PM
VPR Brands LP Reports Record Annual Financial Performance for Fiscal Year 2023 • VPRB • Apr 19, 2024 11:24 AM
Coinllectibles' Subsidiary, Grand Town Development Limited, Acquires Rare Song Dynasty Ceramics Worth Over USD28million • COSG • Apr 18, 2024 8:03 AM
ILUS Provides Form 10-K Filing Update • ILUS • Apr 17, 2024 9:54 AM
Glucotrack Announces Expansion of Its Continuous Glucose Monitoring Technology to Epidural Glucose Monitoring • GCTK • Apr 17, 2024 8:00 AM
Maybacks Global Entertainment To Fire Up 24 New Stations in Louisiana • AHRO • Apr 16, 2024 1:30 PM
Cannabix Technologies Begins Certification of Contactless Alcohol Breathalyzer, Re-Brands product series to Breath Logix • BLOZF • Apr 16, 2024 8:52 AM