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Re: I believe RMBS is a 2016 storyHey stkhawk,
Think Dr. Black saved Satish on that analyst question with a comment he expects 2015 to be a year of transition and a middling year. Haven't seen a transcript yet, though.
JMO.
^^^^^^^
Threejack, I basically agree with your middling observation.
As I recall, the analyst wanted Dr. Black to explain his prior comments that 2015 would be a transition year and whether Rambus still expected to grow the top line in 2015?
My recollection of his answer was that he expected 2016 to be a very good year and therefore by definition 2015 had to be something in between.
I guess we will have to wait until the next conference call to see what they actually mean by something in between, but basically I agree with Twobyte, I don’t see a significant change in the forward guidance. |
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