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

To: Peace who wrote (7546)	8/9/2000 12:00:40 AM
From: NightOwl	Respond to of 14464

That sounds about right. I am expecting more red ink but not too much. ...Which I suppose I should say would mean no worse than -0.10, on the up side -0.015 is as good as I can imagine it. Mind this is all just SWAG on my part. I'm also guessing +0.05 for the year. Hey! We could have a P/E ratio this year! :8) I suppose I should start estimating income for FY '01 pretty soon. My guess is that the "smart" folk have already done so and we may get some serious up side motion after tomorrow's report. It will be interesting to see when the market starts discounting future earnings. What kind of P/E ratio does a company recently returned from the Dead usually get? :8) So far we have been getting price movement on PR. But it doesn't stick because there is no great faith in the earnings I suspect. When they truly "believe" I suspect we will make a run right past any rational support level with all the fervor of the newly converted. I may throw off my lethargy long enough to try to put a range on that possibility. ...But I'm trying to hold out long enough for a true number cruncher to drop by with a spread sheet. :8) Its also speculation but I assume that Ampy has been wetting its beak with as much of the last year's production of FRAM that they could get. The contract must be the result of Fujitsu's ramp on production and Ampy's desire to get out of the allocation mode. But I don't see how RMTR could have another FRAM deal of equal size before 3rd Qtr. 2001, unless they start getting product from Hitachi. ...And I'm not about to bet on that. In fact I wouldn't be surprised if to hear that they've been using 100% of their production internally for some sort of system on a chip product without telling RMTR. But then I'm a sucker for a good conspiracy theory. Which reminds me, its time to go slumming with the nuveau riche on the RMBS thread. ...And they wonder why the inheritance tax is so high! (Hee Hee:8) 0\|0