Rambus Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
All right, good afternoon, everybody.
Thank you for being here. I am, Marco Lagos. I'm Morgan Stanley's head of US Semiconductor Investment Banking, and I am, thrilled to be here with, Luke Serafin, CEO of Rambis, this afternoon.
Just read a quick, disclosure here for important disclosures, please see the Morgan Stanley Research disclosure website at www.morganstanley.com. Forward slash research disclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. So with that, Luke, thank you for being here. Great to have you.
Questions & Answers
Why don't we start sort of high level, and I'm going to take it easy on you given the crazy 48 hours of travel you've had which is symbolic of all the great, client and customer interaction you're having. So let's start at the top. So framing the business just in general, what is Rambus today, but the question
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