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

To: NightOwl who wrote (8334)	7/17/2002 2:38:21 PM
From: wily	Read Replies (1) \| Respond to of 14464

As for royalties I suppose our take has been about right for 2500 wafers a month, considering that we're probably selling as many chips into meters now as Cubic is putting into Go Cards, ...or will soon be. But I have no idea how many 32Kb units you can get on a 8" wafer. I meant to distinguish between royalty income and product income. The chips for Ampy are product sales whereas, I presume, the cards for Cubic are a Fujitsu product, and Ramtron gets only a royalty percentage. I'm wondering what percentage of Ramtron's total royalty income the royalties on these card sales represent. But I have no idea how many 32Kb units you can get on a 8" wafer. Me either. My rough guess would be that the processor logic is half the die area, but this is based on not much... These are probably 5" wafers, and not part of the 2500 alloted to Ramtron if I'm right that the cards are Fujitsu products. I have to think that your buy in last Qtr was more than justified I probably would have been more patient if I had realized that the revenues were forecast in the previous 10Q. But I believe that this patent is the basis for TXN's belief that FRAM will be the low cost solution to the Nonvolatile Holy Grail. NightOwl, this is just a patent, and a patent on a novel structure to boot. Translation: novel structure ==> 5 years to never. Hope you got patience.