NightOwl:
"So my guess is that I've got at least a 50/50 shot at those Buck Seventy Fives. <Hoo Hoo>"
A distillation of yesterday's "Financial Condition Analysis & Discussion":
1. Revenue from product sales increased $7.2 million, or 227% (to $9 million?), for the quarter ended March 31, 2002, as compared to the same period in 2001.
(i) FRAM product revenues for the quarter ended March 31, 2002 increased $3.9 million to $4.6 million, from the quarter ended March 31, 2002.
(ii)Product revenues at the Company's Mushkin subsidiary increased $3.3 million (to $4.3 million?)during the first quarter, or 160%, compared to the same period in 2001.
(Implies growth = 50%/quarter or q2 = $10 to $11 million...(Q: Is production the primary constraint?))
2. Non-product revenues in q1 = $3.5 million comprising TXN licensing & dev't, EMS, royalty and company-sponsored R&D...
Note:"During the remainder of 2002, the Company will continue to receive cash from product sales and ongoing Enhanced-DRAM customer-sponsored research and development programs. An increase in product sales activity and new technology license agreements is anticipated during the remainder of 2002."
Sounds like a solid RMTR revenue base is in place for 2002...Just need the Herd to be a tad more co-operative and, Hoo knows, coupled with perhaps the greening of RMTR Thursday PM, what surprise could be in store over the next patch...(A summertime rally in RMTR??? |
