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Msg  778099 of 778335  at  9/14/2018 2:55:07 PM  by

stkhawk


 In response to msg 777464 by  sabatino
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Re: Paul Kocher

Sabatino,

Thanks for posting Kocher’s bio.

I wonder how many shares Kocher walked out the door with vs Ronnie?

But perhaps more importantly, I wonder how many of those shares have not been sold as of today? Unfortunately, shareholders have no way of knowing that.

I am not sure, but when Hughes acquired CRI, I think it involved a large number of shares, in addition to a large amount of cash. And of course there is always the normal yearly bonus cycle where Rambus management has always done extremely well in terms collecting more stock.

In any event, my guess is Kocher probably still has a significant number of Rambus shares as compared to Ronnie. It would be shocking to me if he didn’t. Likewise, it would also be rather shocking if Kocher said anything other than still “being excited about the work being done there”, even though he has decided to go walkabout, for whatever reason.

There is absolutely no doubt that Kocher is an innovator as evidenced from his bio, which in my opinion is very unfortunate that he has decided to no longer be a full time employee at Rambus.

It is amazing that Kocher’s DPA countermeasures have been deployed in over 100 billion licensed chips (even though the revenue from that DPA licensing has not significantly benefited Rambus shareholders).

Likewise, after coming to Rambus, I think Qualcomm’s widespread usage of CryptoManager for internal purposes is another amazing engineering achievement, but again, the search continues as to how this will benefit Rambus shareholders.



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Msg # Subject Author Recs Date Posted
778100 Re: Paul Kocher twobytebus 2 9/14/2018 3:04:25 PM


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