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Re: Rambus said almost nothing different than during the June analyst dayThe 'worst' thing that happened is that they guided down from $295 - $305 million in revenue this year to $295 - $300 million….
^^^^^^
Twobyte, Thanks for sharing your observations.
And if I understood correctly, that relatively insignificant guide down (from my perspective) was the result of an inaccurate (end of life) Sony PS3 forecast but was partially offset by increased revenue from licensing.
From my perspective, if Rambus is going to (ultimately) miss their year end guidance (with a quarter still remaining) I would much rather have it that way than the reverse (i.e. miss due to lower licensing vs PS3 sales coming in somewhat above forecast - where PS3 sales obviously won’t last).
My overall impression was that several licenses are being negotiated (“lot of contracts we are discussing” as characterized by Dr Black in the Q&A). Therefore, I think the question becomes will any of those contracts materialize in 4Q 2014, or beyond, or never sign?
But of course I am interested in reading temvik’s opposing view that “what has been presented is more than a little weak!” http://www.investorvillage.com/smbd.asp?mb=3666&mn=740833&pt=msg&mid=14291921 |
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Msg # | Subject | Author | Recs | Date Posted |
740856 | Re: Rambus said almost nothing different than during the June analyst day | twobytebus | 1 | 10/20/2014 9:11:15 PM |
740857 | Re: Rambus said almost nothing different than during the June analyst day | temvik | 1 | 10/20/2014 9:38:10 PM |