SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : RAMTRONIAN's Cache Inn
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Norrin Radd who wrote (13160)4/30/2007 10:39:45 AM
From: NightOwl   of 14464
 
If you can make money trading this stock then by all means dig in Mr. TW. It hasn't been much good for anyone who doesn't including me. Unfortunately I find the memory business compelling and I am too greedy to give up shares once I buy them. <Hoo><ack><Ugh>

RMTR is still a high risk proposition... after what? ...20, 25 years? It's only been 11 or 12 for me. But we're at a point where the FRAM IP has enough mind share among system and product designers to start seeing another round of RMTR growth beyond the plateau at $10M/Qtr.

Part of that pop should come from the meter sector this year. Another adder should come from sales of the 4Mb devices starting next year. I think we should also begin seeing some entirely new markets beyond the applications now being served and there I don't have a clue as to what, where or when. But I suspect that will all be determined by the likes of Toshiba, Samsung and TI.

Ramtron mentioned a new non-memory application for FRAM on the CC, but I'd have to know more before expecting any major revenue boost from it. I don't even know if they're talking simply about a new application for PZT, or an application that employs a FRAM memory chip, but for a non-memory function.

If the former there are a whole universe of possibilities as other companies have developed hundreds of uses for PZT's optical, electrical, mechanical and thermal properties. If it's the latter... I can't even guess... refrigerator magnets? ...some logic thingy? No idea at all.

0|0
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News