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Politics : RAMTRONIAN's Cache Inn

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To: Trenton A. Scott who wrote (5359)	5/2/1998 11:20:00 PM
From: Jonas	Read Replies (2) of 14464

Hi Trenton !! 'It's darkest before dawn' they say. Here's the way I see it - the crazy point of view: Rmtr hasn't made a dime in the past...but neither has Rohm produced FRAM commercially in the past - they've only recently started shipping & my impression from reading SEC filings and other material is that rmtr's own production capability is relatively high-cost which of course diminishes the potential market (apart from being limited capacity) but with Rohm having started to ship they are now in a position to really expand their FRAM sales... faintly remember reading Fujitsu wanting to start shipping this year...I already searched but couldn't find such a reference...this is what I expect next... Re ESDRAM How many design wins was it again that rmtr received?...anyway enough for production capacity for ESDRAM to have been been expanded at IBM and there's the Siemens deal now...all this I expect to bear fruit... in $s Another point which is important is that ESDRAM is now pincompatible and has chipset support....plug in ESDRAM and You have a better system...couldn't do that before...also the market didn't have 400MHz+ MPUs on PCs before - it's with this type of clock-speed that high- performance DRAMS such as ESDRAM make sense...so the market segment is growing ...and Alpha will be the first to go to 1 GHz...(the density I believe might be the only problem in the high-end computing segment, but the Siemens deal will hopefully adress this issue in due time) Could say more...but in short sure there are unresolved issues concerning rmtr e.g. rmtr vs. NSM (but it's only a tiny part of rmtr's patent portfolio is that going to kill the co.?) and there are other risks to this co. as an investment - but there've been several developments internal and external to the company that make me believe that a sustainable model is close...largely based on ESDRAM at first...and it's not possible to time when this will start to be discounted in the market or what news it'll take...this is a 'near-venture' situation as described by Lehmann Brothers...which implies a high-risk class where things are more likely to go wrong or take longer than originally anticipated...I expected rmtr to be in the stratosphere this time last year - certainly after the DEC win - but this is a real business things didn't always happen as quickly as expected... Jonas P.S. if anybody's convinced they've made a bad investment in rmtr or that management 'sucks' then that should be a good reason to sell out - nothing worse than having a bad company with bad management in the portfolio - I'm not blaming management for myself having gone in early and I'm not convinced (yet at least)that I've made a bad investment...I'm prepared to wait...

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