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Politics : RAMTRONIAN's Cache Inn
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To: gammaray who wrote (4368)11/22/1997 2:19:00 PM
From: Gutterball  Read Replies (3) of 14464
 
I disagree. $500,000 in FRAM revenue that we will not see until 1Q98 is not going to help this quarter.

Coming up red for 4Q97 is going to make placing those Benton shares harder. I was thinking you hit the nail on the head with your comment about insider trading a couple of months ago, that things weren't as rosy as they seemed. Missing the Hitachi milestone, which we only discovered recently, was probably known by those who sold then. My guess, they probably foresaw 6 mos more weakness before revenues firmed up.

Trading volume was low these past few days. Nothing to suggest anybody who knew something or serious money was coming to the table. Probably little people reacting to the PR, which in my opinion was announced Oct 23 when Ramtron said it placed a production order with Rohm for 1.5 Million FRAM units. This PR just gave more info how it would be used. Still no names of the companies implementing.

IMHO, if we don't get a big announcement soon, we'll probably see price float back down to low sixes--test that low again. I'd really like to see a lot more uses of FRAM come into play.

My concern with that last announcement was that it did not indicate FRAM use in the US, albeit from another announcement, shipping FRAM to Cubic for Washington DC is a plus.
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