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Politics : RAMTRONIAN's Cache Inn -- Ignore unavailable to you. Want to Upgrade?

To: Gutterball who wrote (7124)	7/24/1999 2:48:00 PM
From: djduncan	Respond to of 14464

Dan, Just a comment about something that happened this week. I was in Calgary for business all week. I got back today and had a message from someone at RMTR asking me for my proxy. I am not a huge shareholder, but I may have enough votes to make a call worth the effort. Anyway, I guess the vote was really close, or management wouldn't have to call shareholders like that. They can count their proxies, after all. Anyway, nobody commented on the FOUR MEG chip from Samsung. First, those boys (Samsung) have a balance sheet, but are badly in need of profit. They are real players in the business, not like RMTR. Anyway, Rohm could not sell their 4K chips for any profit due to deterioration in the prices of other chips like Flash and SRAM. So, no revenue stream. That says nothing about Samsung. Think Rambus. If Samsung can get a 4 Meg chip, then so can RMTR. Samsung will not be able to make chips without paying RMTR money, they have the fundamental license on the 1T/1C, right? Rmtr could make the chips themselves, I suppose, it just depends how they negotiate a deal. Look, I don't want to be Pro-RMTR, but if someone can start making 4 Meg chips, then there is something to get excited about. 4 Megs is a lot of memory, and markets for these products will be huge (not just electric meters). The comment about cell phones is right on target, they use 4 meg and 16 Meg chips, and eventually,. DRAM will go out of style due to FRAM (fingers crossed). Who else has these characteristisc, is at this advanced stage of development, and who else has this much money invested in the technology? Nobody. Not MRAM or optical disks any other anyone else. But this company really does stink. I concur in the no confidence vote. The easiest way to get the share price up is by firing the CEO. Instant price spike. I don't mean this personally, but come on. Do like Gingrich and fall on your sword. It's called dignity, honor. The captain goes down with the ship. DJDuncan (my real name, I didn't make up the DJ thing)