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Politics : RAMTRONIAN's Cache Inn

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To: jimtracker1 who wrote (13116)	4/19/2007 10:40:25 PM
From: NightOwl	of 14464

I think we'll continue to dribble up until flattening @3.10+/- a dime pre-earnings. What happens after that will depend entirely on (a) How much they saved in expenses on the new auditors (KPMG is a lot of things but cheap ain't one); (b) Whether ESCO's started ramping for the PG&E meter roll-out (based on their last cc, I doubt their ramp would have started before the end of this quarter and more likely Q3 or 4); (c) Whether any automotive customer has begun ramping a new FRAM application (I'd give a 50/50 chance of this because of the resent Grade-1 qualification of the FM25C160 part); (d) There was "surprising" sales demand for the 4Mb samples (I'd put those odds at 30/70 against); or (e) Some other unknown event that pops sales enough to kick earnings over 0.02/sh (The stock price certainly isn't showing it at this point). Frankly... aside from managements projected 2007 growth rates... I don't see any reason to assume earnings will hit the analysts 0.02/sh figure... so anything above that should make for a bust out cc next week. So far management has earned zip credibility when it comes to investor interest. Certainly the only thing they've done consistently is rack up the options expenses regardless of the effect on investor interest. Then too... Short interest for April 10th trades will be made available after the close on 4/24 I think. Data on the holdings of institutions who acquired QI's shares should also be showing record distributions as the 3/31 reports continue to dribble out. If we don't see earnings of at least 0.02, or get some tangible news effecting a substantial increase in earnings in Q2... we'll certainly see a well deserved sell off... and quite likely another extended run on the RegSHO FRAUD list. The TA seems to be saying it could go either way. ...And I agree. <hack> 0\|0

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