Replies to post #5059 on Rambus (RMBS)

[Threejack]

re: And I still consider 25% small


Skeptic,

Compared to the companies you cite, agree. In contrast, institutions own only 13% of Sony; currency risk, maybe? The only block to more institutional investing in Rambus is the litigation risk, I imagine.

re: Institutional ownership has decreased 2.7% quarter over quarter and if you back out PrimeCap and Vanguard's ownership, institutional ownership is a measly 11.87% the rest of which can be explained by Rambus' inclusion in the Russell and Nasdaq indices and the necessity for index funds to hold Rambus.

Believe institutional ownership of Rambus is up from 18% a year ago, and the biggest funds are typically the largest holders of any equity, so it is all relative. As to necessity, it is the mother of many children; orphans, too.

I do get your point, though. And, likewise on the matter of Sparkling Bob, share your frustration. Unfortunately, it is most common to have the CFO make these presentations to Analysts. Seems like the only time Mr. Eulau attempted to hype the stock to the Street, it backfired badly. Who can forget Slide 82?? Once burned, twice shy...

Just my opinion.

Threejack

OT: you didn't offend me with the clown reference. Understood your meaning and laughed with you. Stopped taking myself too seriously years ago, I hope. You have my respect, Skeptic, as well as my permission to poke fun any time you like : )