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Politics : RAMTRONIAN's Cache Inn

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To: Tom Caruthers who wrote (13994)	7/10/2008 3:33:07 AM
From: NightOwl	of 14464

I don't know Mr. Caruthers... But I will not look gift "luck" in the mouth. <g> Nevertheless, after looking at all the technical stuff I could find on the use of F-RAM as a metafile cache for the SSD application... I just don't know if they can maximize its utility without scaling up the F-RAM density quite a bit. Particularly if they are moving the NAND storage in this app to 128Gb and higher. I will be pleasantly surprised if Mtron is doing their development with a 32 or 64Mb F-RAM from Samsung, but I'd have to think that the SSD they're working on is 64Gb or less. In any case we should know well before X-MAS. As to the charts and earnings prospects, I can't say that they appear all that unusual to me. The market seems to be truly "pleased" about the last six months... but there is still a great deal of uncertainty... if not doubt... about RMTR's ability to continue the growth trends going forward. Thus our customary "run up - dribble down" stock price is "dribbling" a tad slower than usual, but dropping nonetheless and it appears the large buyers will be content to let it drop further before coming back for more. This overall market funk is not unlike the feeling one gets after coming home to find his home burglarized and ransacked. The prospect of a general bear market for at least the rest of the year seems quite high considering that any MoMo's and major traders using short interest are likely going to be looking at substantial spikes to the capital gains and income taxes for 2009 and after. At least I assume they will want to press this credit catastrophe for all its worth before year end. Not that their bullish counterparts won't fight back. But something tells me that general corporate earnings guidance going into Q3 is going to make for one scarifyin' Holloween this year... And that assumes that the nincompoop in the White House isn't allowed to lob more bombs at anybody else. 0\|0

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