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

To: NightOwl who wrote (8373)	7/24/2002 2:50:49 AM
From: wily	Read Replies (1) \| Respond to of 14464

The way I see it $7.2 mil in gross sales on 2 mil Fram chips shipped gives $3.6/unit gross Try this again with $4.6MM in FRAM sales for the 3/31 quarter. Also, I looked it up and Fujitsu is making 6" wafers. If you take EGRO's number of 600 Ampy units per wafer—which they probably got from Ramtron—and 2 million units per quarter you get 1100 Ampy wafers per month. Remember, the 2500 wafers per month is the projected number for the .35um process which is at who knows what stage of being ramped.

To: NightOwl who wrote (8373)	7/24/2002 8:37:42 AM
From: niceguy767	Read Replies (1) \| Respond to of 14464

NightOwl: "So my guess is that I've got at least a 50/50 shot at those Buck Seventy Fives. <Hoo Hoo>" A distillation of yesterday's "Financial Condition Analysis & Discussion": 1. Revenue from product sales increased $7.2 million, or 227% (to $9 million?), for the quarter ended March 31, 2002, as compared to the same period in 2001. (i) FRAM product revenues for the quarter ended March 31, 2002 increased $3.9 million to $4.6 million, from the quarter ended March 31, 2002. (ii)Product revenues at the Company's Mushkin subsidiary increased $3.3 million (to $4.3 million?)during the first quarter, or 160%, compared to the same period in 2001. (Implies growth = 50%/quarter or q2 = $10 to $11 million...(Q: Is production the primary constraint?)) 2. Non-product revenues in q1 = $3.5 million comprising TXN licensing & dev't, EMS, royalty and company-sponsored R&D... Note:"During the remainder of 2002, the Company will continue to receive cash from product sales and ongoing Enhanced-DRAM customer-sponsored research and development programs. An increase in product sales activity and new technology license agreements is anticipated during the remainder of 2002." Sounds like a solid RMTR revenue base is in place for 2002...Just need the Herd to be a tad more co-operative and, Hoo knows, coupled with perhaps the greening of RMTR Thursday PM, what surprise could be in store over the next patch...(A summertime rally in RMTR???