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Politics : RAMTRONIAN's Cache Inn

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From: NightOwl10/25/2007 6:18:13 PM
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Well...well...well... Finally!

IF memory serves... and it is an incredibly long memory to say the least... this is the very first time RMTR has cracked the 0.07/sh income figure non-GAAP or otherwise.

I liked the Q&A explanations of the G&A and option expense numbers. I still don't believe the options warranted but at least they aren't trying to hide it.

I'll have to listen to the details again, but despite the lofty revenues, it is pretty clear that with Metering only providing 34% of the 13M total... there are still an awful lot of meter "shoes" yet to fall. In any case it certainly suggests that Italy's utility company is light years ahead of the rest of the world in AMR. It's shocking frankly... I mean Italy??? ...Come on.

I suspect that this means that WiFi/dial up is a bigger slice of the AMR meter market at this point... than the Power Line Communications units where F-RAM is king. In any case there are certainly enough PLC programs under way to keep F-RAM busy for quite some time.

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