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Politics : RAMTRONIAN's Cache Inn

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To: framtron. who wrote (13317)	6/11/2007 1:29:11 AM
From: NightOwl	Read Replies (1) of 14464

You're welcome Mr. Framtron. Glad you liked it. Panasonic/Matsushita has made a huge bet on Symmetrix' SBT in the low density embedded segment, but as far as I can tell from their product line-up it is only showing up in RFID/Smart Card applications; while they use Ramtron's FRAM for their standalone automotive application. But as you know this "bet" was placed at least as far back as early 2005. Only the advertising quality is "new." <g> Fujitsu and, to a lesser degree, Samsung and TI have all made substantial bets on PZT for their embedded RFID/Smart Card... and hopefully DSP... segments. Panasonic's advertising will help grease the skids for all embedded ferroelectric market development. I'm certain that their initial LSI at 180nm got Samsung moving on their ASIC/LSI designs. The far east seems to have a thing for ferro-crystal thin film IP... particularly in regard to the numerous applications for PZT. I'd guess that our initial Logic/State Saver products will take off there first. Short term I don't know about RMTR the stock. There's potential High Density news out of Toshiba (32 or 64Mb) that could pop any time. I don't think it will come out before late July or August. But it could also be as late as next February or March; as early as tomorrow... or not at all. I wish I knew... but I expect we'll see an uncharacteristic volume spike well before any such news hits. In the meantime I figure Q1's disappointments and the lack of quarterly guidance, together with maintenance of the annual earnings guidance for 2007, will lead to significant pre-earnings speculation/support for the stock. Added to all the "new" product PRs I'd have to think that any market induced dips under $3.10 will be rare and all too brief to worry about. Surprisingly enough there seemed to be no material short selling of RMTR at all last week during the inflation/rate increase warnings. For a micro-cap with our history of shorting that is inexplicable to me. If we don't get any Monday or Tuesday I'd have to assume it means something significant. What that might be I don't know... but it would have to be "something" positive... at least until Q2 earnings come out. <vbg> 0\|0

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