Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dataram Corp. (DRAM) -- Ignore unavailable to you. Want to Upgrade?

To: drirak who wrote (51)	12/4/2000 7:32:10 AM
From: Road Walker	Respond to of 66

Drirak, The positives - From a valuation perspective, they have a trailing earnings growth rate of 30%+; a PE of 13.5; a PEG below .5 You don't find many of those. They are expanding into Intel processor based server products, the fastest growing segment of servers. They are expanding geographically, into Europe and Asia. They are not subject to memory price pressure, if the price of memory goes up they just add that to their sales price and tack on their GM. In fact, when memory prices are going up, their revenue and earnings increase. The management seems strong. MHO from listening to the CC. The negatives - A small company, with little sponsorship or coverage. Sequential earnings growth this last quarter was a bit disappointing. Non-proprietary products. If they get big enough, a giant could decide to get into the business. They seem to have excellent service, with same day delivery. The company trades pretty much with the SOX, and without sponsorship, fundamentals can get lost with regard to the stock price/valuation, as they seem to be right now. It's good news they hired PR and IR folks. They were using a firm for IR, not doing a great job IMHO. When the stock went up into the 40's, it was because of day trading folks, it started getting touted on the BB's, not institutional. My guess is that fair valuation for this company is at a PEG of 1, or about $30. a share, maybe a little less because it is small with minor risk factors. As far as the outlook, it depends on your perception of the outlook for total functioning servers. My guess is that when someone buys a new server, they buy it with adequate memory for their current needs. As time goes on, they find they need more memory, and Dataram is their low price solution (instead of going back to the server manufacturer). So they rely on the total installed server base as their marketplace, not new server sales. I feel the future looks very bright on the demand side. When I get a chance I'll call their new IR person you talked about, and post what I find out. By the way, this is the only really small company that I own. John

To: drirak who wrote (51)	12/6/2000 10:38:01 AM
From: Road Walker	Respond to of 66

Dataram Announces Availability of DDR SDRAM DIMM Modules High-Bandwidth Modules Designed to Meet the Requirements of Next Generation Servers PRINCETON, NJ--(BUSINESS WIRE)--Dec. 4, 2000--Dataram Corporation (NASDAQ: DRAM - news) a leading provider of gigabyte-class memory for high-performance network servers, today announced the shipment of Double Data Rate (DDR) SDRAM DIMM modules. Immediately available are registered and unbuffered modules, with capacities of 128MB and 256MB. Higher-density 512MB and 1GB module designs have been completed, and will be available for sampling in early Q1 2001. Dataram's new DDR SDRAM DIMM modules provide a ``doubling'' of memory bandwidth over the current generation PC133 SDRAM modules, with reduced power consumption. The new DDR chip architecture accomplishes this speed improvement by utilizing both edges of the memory clock for sending and receiving data. ``Our unbuffered modules have a maximum height of only 1.25-inch, making them ideal for low-profile applications such as 1U servers. System manufacturers have chosen DDR memory as a cost-effective solution to boost performance in their next generation workstations and servers,'' stated Jay Litus, Dataram's vice president of business development. All Dataram DDR SDRAM modules are designed and tested for full compliance with PC2100 and PC2600 JEDEC specifications and utilize standard 184-pin DIMM packaging with gold contacts. Available modules are as follows: UNBUFFERED Memory Configured Density Speed (Max.)* Height (Max.) Dataram Part Number DTM63605 16M x 72 (ECC) 128MB PC2600 1.255" DTM63607 32M x 72 (ECC) 256MB PC2600 1.255" REGISTERED Dataram Memory Configured Density Speed Part Number DTM63600 16M x 72 (ECC) 128MB PC2600 1.70" DTM63601 32M x 72 (ECC) 256MB PC2600 1.70" *All modules listed above are designed and tested to operate at 200MHz/CL=2 and 266MHz/CL2.5, with 2.5 V power supply. About Dataram Corporation Dataram Corporation, celebrating its 34th year in the computer industry, is a leading provider of gigabyte memory for network servers, specializing in the manufacture of large-capacity memory products for Compaq/Digital, HP, IBM, Intel, SGI and Sun computers. The Company serves a diverse group of industries including financial services, Internet service providers, aerospace, petroleum, graphics, automotive, telecommunications, utilities and education. Dataram memory is a cost-effective alternative to purchasing memory directly from the system manufacturer and is priced up to 50% less. Products can usually be delivered within 24 hours of order placement and are backed by a lifetime warranty and an advanced replacement program. Dataram is ISO 9001 certified by the International Standards Organization. Additional information is available on the Internet at www.dataram.com. -------------------------------------------------------------------------------- Contact: Todd Shaner Marketing, Dataram tshaner@dataram.com (609) 799-0071

To: drirak who wrote (51)	1/23/2001 10:15:29 AM
From: Road Walker	Read Replies (1) \| Respond to of 66

Dataram Provides Memory for New HP NetServers PRINCETON, N.J.--(BUSINESS WIRE)--Jan. 23, 2001--Dataram Corporation (NASDAQ: DRAM - news) a leading provider of gigabyte-class memory for high-performance network servers, today announced the immediate availability of memory for Hewlett-Packard's new NetServer LP 1000r and 2000r systems. The NetServer LP 1000r is an ultra-thin 1U (1.75-inch) server with dual Intel® Pentium® III processors. Ultra-thin server designs enable customers to install up to 42 systems in a 2-meter rack. The LP 2000r is a 2U (3.5-inch) server also supporting two processors. These servers are aimed at service providers and corporate data centers and are ideal for Web-hosting, infrastructure applications, and server-based computing applications. Both HP NetServer models support up to 2GB of Dataram memory, available in 256MB, 512MB and 1GB capacities. Each Dataram memory upgrade consists of a single 133MHz, ECC-protected SDRAM module. Dataram offers memory upgrades for other systems in the NetServer family such as the E60, E800, LC 2000, LH 3000, LPr, LT 6000, and LXr8000. Server-based applications exhibit the most memory-hungry demands on system performance. Adding Dataram products allows customers to maximize system memory in the most economical manner. List prices are as follows. Capacity HP P/N Dataram Product List Price 256MB D8266A DRHLC2000/256 $344 512MB D8267A DRHLC2000/512 $824 1GB D8268A DRHLC2000/1024 $2277 About Dataram Corporation Dataram Corporation, celebrating its 34th year in the computer industry, is a leading provider of gigabyte memory for network servers, specializing in the manufacture of large-capacity memory products for Compaq/Digital, HP, IBM, Intel, SGI and Sun computers. The Company serves a diverse group of industries including financial services, Internet service providers, aerospace, petroleum, graphics, automotive, telecommunications, utilities and education. Dataram memory is a cost-effective alternative to purchasing memory directly from the system manufacturer and is priced up to 50% less. Products can usually be delivered within 24 hours of order placement and are backed by a lifetime warranty and an advanced replacement program. Dataram is ISO 9001 certified by the International Standards Organization. Additional information is available on the Internet at www.dataram.com. -------------------------------------------------------------------------------- Contact: Dataram Marketing Product Contact: Jeff Goldenbaum, 609/799-0071 jgoldenbaum@dataram.com or Wall Street Investor Relations Corp. Investor Contact: Joe Zappulla 212/973-0883 or 301/907-4090 JZappulla@WallStreetIR.com