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.

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

To: wily who wrote (8418)	7/27/2002 1:43:25 PM
From: NightOwl	Read Replies (1) \| Respond to of 14464

Why thank you kind sir! ...You could have at least let me grovel a tad. <g> But here, let me demonstrate my ignorance... You lost me at the outset here: I believe Staunton reaffirmed the $2 ASP on the Ampy parts, and I also get the impression that these are probably their best margin parts also. At 600 good die per wafer, this is $1200 revenue per wafer, so if all FRAM sales were these Ampy chips, that would mean 1,639 wafers per month. I don't recall the Staunton commenting on $2 ASPs but it sounds right to me too. But if had just under $6 mil for all Q2 FRAM product sales and sold @ 2 mil into Ampy/Enel and 2.18 mil into all others. ( ramtron.com ) wouldn't that be an average ASP of under $1.5? And do you honestly believe that Fujitsu is averaging 600 of these into a 6 inch wafer? ...Not that I am complaining, but I just find it hard enough to conceive of 300 of them in a 6" wafer. I mean does it take a microscope to see these thingies? They're at least half a thumbnail sized aren't they?!? <Hoo Hoo> I won't believe they get a chip over 400 a wafer until I am standing there watching them pop out of the oven. <Hoo Hoo> But just for the sake of argument if I use your 600/wafer and my $1.50 ASP to generate $6 mil in chip sales I get 2220 wafers/mo. for the Qtr. Which would mean Fujisu (a) has no other customers; (b) is making more than 2500 wafers/mo; (c) the ASP is more like $2.5/FRAM at 1333 wafers of 600 units per month; or (d) I am crazy. ...Now what's it going to be? <Hoo Hoo> 0\|0 P.S. In an inexplicable moment of seriousness, thanks. <g>

To: wily who wrote (8418)	7/27/2002 2:44:05 PM
From: NightOwl	Respond to of 14464

P.P.S. Wily, The PR says we had $50,000 in royalties as opposed to $200,000. biz.yahoo.com That would be $2.5 mil in non-RMTR sales assuming a 2% lug. That comes to: 666 wafers a month at 500 units of $2.50 FRAM per wafer; or 700 wafers a month using 600 units at $2 FRAM; or 1111 wafers at 500 units of $1.5 FRAM per wafer; or 926 wafers a month at 600 units of $1.50 FRAM per wafer. ...I think.<vbg> Although at this point I forget why I wanted to know... 0\|0

To: wily who wrote (8418)	7/27/2002 4:28:30 PM
From: niceguy767	Read Replies (1) \| Respond to of 14464

wily: "I figure about $7,200,000 in FRAM sales next quarter (with a very wide margin for error), which would be 2000-2200 wafers per month." Wily, perhaps I've developed some Owl gas, but didn't FRAM product revenues increase to $7.7 million in q2, astonishingly up from $4.6 million in q1? and aren't q3 revenues (FRAM and non-FRAM) expected to increase to $13 to $15 million fueled by growth in non-Ampy/Enel metering, automotive and low power market sales...implying that next quarter FRAM product sales will increase from the q2 magical level of $7.7 million??? Please, if you are inclined to do so, empathize with this RMTR neophyte when reconciling my picture of $9 million q3 FRAM business revenues to to your $7.2 million...