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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Don Green who wrote (77714)	8/19/2001 2:18:32 AM
From: Dave B	Respond to of 93625

Don, Ramtron International Corporation Impressive! LOL! Very enlightening. Dave

To: Don Green who wrote (77714)	8/19/2001 4:28:46 AM
From: NightOwl	Read Replies (2) \| Respond to of 93625

Et tu Don Green? Have you no intuition? Have you no faith!? Free yourself from this cult of numerology before its too late! Come back to investing! Technology is not Dead, Dead, Dead. Nor has it thrown itself into reverse like the Money Changers have done to the Financial Markets. No my friend. It just got off the Bus and went for a walk! Go with it. Find yourself a company that's making a future and help it along. Believe me you will feel much better with a real investment like RMTR* than you will standing at The Bus Stop waiting for another ride. Think of the children and the example you will set for them! Do you want to be remembered as the Pop who road the Bus to Las Vegas everyday? Just to play the numbers??!! What kind of legacy will that be for the Green's of future generations? 0\|0 Note to Noters: This being Sunday, I thought perhaps a sermonette would provide better Hyperbolic ratings. Feel free to offer suggestions for future "messages." ...If this proves "noteworthy" perhaps we can establish Book of Life* for listing the converted and reformed souls who give up the Evil Bus and come to Ramtron.

To: Don Green who wrote (77714)	8/19/2001 10:40:22 AM
From: Zeev Hed	Read Replies (3) \| Respond to of 93625

Don, more importantly, RMTR has about two quarters of cash at their current burn rate, if they do no raise some cash fast, they may indeed be "dead meat". What is funny is the statement in their last release of earnings: "The company's balance sheet is expected to improve during the September quarter due to anticipated increases in FRAM product sales and in development fees.", so let say they get to their stated $7.5 MM in revenues, their expenses are growing as well to $12 MM, which in my book is a loss of $5 MM, that is not an improvement in their balance sheet, at least not as I see it. That statement alone might be ground for "ambulance chasers" to go after them (if the pockets were deep enough (g)). They have only some $2.5 MM in cash, so just to survive the current quarter they'll have to sell $5 MM of their IFX shares (these were worth some $10 MM at the end of the last quarter, I have no idea what it is worth now, but IFX stock is not doing too well). Raising a year of burn rate will probably dilute the shares to between 30 MM to 40 MM depending how generous the market is going to be, if they can raise any (short of a floorless issue). Sure looks like a "death spiral" to me. Zeev Zeev