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Politics : RAMTRONIAN's Cache Inn

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To: NightOwl who wrote (13803)2/15/2008 7:38:25 AM
From: Tom Caruthers  Read Replies (1) of 14464
 
Now THAT's a prediction!!

Well, the good part is that our downside keeps getting smaller as EPS rises to support the stock price. I'd like to see the stock break to new highs. Then it would be clear air for a while with no "history" to keep dragging us down.

As we hoped, nice revenue and net income acceleration occuring with good quarter over quarter growth. Guidance also increasing, with potential upside as Staunton stated in the conf call "Underpromise and overdeliver"

Q1 2007 YOY Growth 15.7%
Q2 2007 YOY Growth 19.4%
Q3 2007 YOY Growth 25.2%
Q4 2007 YOY Growth 50.5%

This layering chart mentioned in the conf call shows what it is all about:

ramtron.com

Differentiated product, rising ASPs, stable margins, longevity of part lifecycles, new product introductions, greater engineering awareness and use of FRAM, new design wins, greater penetration of new applications in big growing end markets like automotive and meters - means steady, and potentially explosive upward growth. Significant breadth of customer base and product offerings mitigates downside risk.

And what happens when investors start looking at RMTR as a way to play energy?!

Here's hoping to a great 2008!

Tom
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