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

To: niceguy767 who wrote (8427)	7/27/2002 10:28:45 PM
From: NightOwl	Respond to of 14464

<<For q3 to get to $14 million, the most likely growth area is FRAM to $9.0 million??? Reasonable???>> Naaaaaaaaaaaaah, most likely growth area is *MILESTONE* payments. ...Millions and millions of Milestone payments from TI, HWP, and of course new license fees from ST-M, Phillips and MU. <vbg> Howmsoever, there shall be no further distributions of FRAMbroise for several weeks. ...I have to go have some numeric abstractions removed from my Colossal FRAM data storage unit. <Hoo Huh> You two amaze me, but I'm glad you found each other. <Hoo> ...And people wonder why the Mom & Pop Herd ran away from Wall Street. ...I just want to know who's in charge of "Accretion of Preferreds" and when are we going to "Accrete the Commons" instead??! <Hoo Hoo> Lord I'm getting dizzy. Wily if I ever ask you for another "Accounting" please get a gun. ...Or borrow one from the *Ghost* of Pat Pending, he had some big ones. <Hoo Hoo> ...OK one more abstraction and then I'll stop. Would you and Wily agree that RMTR is selling all the FRAM they can get from Fujitsu, while maintaining the Qtr's worth of inventory? And if so, do you also agree that this means that Fujitsu is really not devoting much effort to pushing FRAM sales beyond the smartcard market? I think the answers to both these Q's is yes, but I don't understand how it could possibly fit into my BIG PICTURE. ...Unless, it means that Fujitsu doesn't want to throw the switch on another wafer line with their present processes until they know what STARC and TI come up with for a roadmap. But that just doesn't ring true. I suppose the simple answer would be that they just don't want to go through the trouble of creating the new markets as long as they have clients willing to pay for EEPROM. After all RMTR, and the now defunct RACOM and Australian affiliates, built the FRAM/SmartCard/RF-ID market model with their CUB/EDS deals. Now we're into meters and data collection. We know TI has its own marketing plans, I hope and expect that IFX/Toshiba do too. I think ST-M is being forced to do it by the price/performance ratios. MU will have to get in line too. But I think the other licensees, particularly Hitachi are equal parts "dense" and lazy as far as their BIG PICTURES are concerned. ...Of course I wouldn't put it past INTC to have "paid" Hitachi to back off back in '97. <Not-So-Hoo-Hoo> 0\|0 P.S. I have eXcel Wily. ...Although it appears that it is from an incompatible generation. ...Or possibly it died from lack of use. But I am quite sure it can't read your files. ...Or possibly my firewall has anti-eXcel powers. ...Who can really say? <Hoo Hoo> P.P.S. I'm feeling much better now. Its amazing what a little "prose" can do after you've been Numerically Numbed.