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Politics : RAMTRONIAN's Cache Inn

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From: NightOwl	4/4/2008 4:20:39 AM
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The BJ Riley presentation is worth checking out on the RMTR website. The slides aren't available with the playback but there was quite a bit of information including the size of the available NOL and several tidbits on the application front. One thing I didn't know was that one of the printer cartridge customers apparently uses F-RAM in their design to defeat printer OEM schemes to limit the use of non-OEM cartridges on their machines. The customer's IP has been upheld in court and, unless and until the OEMs can work around the customer's design, the printer cartridge business should become a much larger revenue generator for RMTR. The chips are cheap but its a high volume, throw away application which produces gross margins over 50%. Sounds like it could become a bona fide cash cow for us. They also said that by 2009 F-RAM will be in at least one application in every Hyundai and Kia produced. They also mentioned new outside the cab applications coming on line from Europe. They didn't alter the annual guidance, but I would not be surprised if Q1 comes in at $0.06/sh or better before tax and options. 0\|0

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