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Politics : RAMTRONIAN's Cache Inn

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To: barb loucks who wrote (2811)5/10/1997 12:45:00 AM
From: NightOwl   of 14464
 
Hi Barb,

You'll never know how close I came to crying wolf for the last time. I am beginning to think Neil may be psychic. Or perhaps we have some sort of Vulcan mind link thing going on between us.

In any event I am almost back to normal now. I noticed NANO had pretty good volume today but I have gone over to find out why yet. Perhaps it will take off before RMTR so I can to sell to buy more RMTR. :-) So much for my diversification efforts.

I already sold a small lot of TGAL (which funded my last purchase of RMTR) but I think I may live to regret that. They seem to be able to sell their new high end etchers for Flat Panel Display production as well as the new high end chip fabs. NANO seems to be in the same markets but at different steps of the process.

Carl Johnson's comments have been favorable on both those companies but I don't believe they have added either to their model portfolio.
They added a small amount of RMTR about a year ago just before the big move up. I think that he may stop buy one day to comment on RMTR for us if they ever get to a FRAM production stage.

NightOwl
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