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To: Johnny Canuck who wrote (40979)	4/7/2004 11:26:06 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 70912

08:28 RMTR Ramtron International settles FRAM patent dispute with NSM (3.33 ) Company signs agreement with National Semiconductor Corp. (NSM) to settle their long standing (originated in 1991) patent interference dispute. As consideration for assigned patent applications and cross license provisions, RMTR will pay NSM ten annual payments of $250,000. In addition, the co's have agreed to cross license any and all future patents that may mature from the four applications at no additional cost to either company. RMTR says the settlement does not affect its FRAM product sales or the status of its key foundry supplier. 08:26 IBM IBM: Goldman comments on quarter (93.70 ) -- Update -- Goldman Sachs comments that it picked up no evidence of extremes in either direction over the course of IBM's quarter, suggesting that IBM should be okay to achieve its targets for the MarQ. Firm's inclination is once again to think that if there is a bias to top-line expectations of $21.9B (down 15.4% qtr/qtr, up 9.2% year/year) it is more likely on the upside, although any variance is likely to be slight. Applying a 1.1x multiple to the current S&P 500 P/E of 18.6x and using firm's 2005 EPS estimate for IBM (OP/A) of $5.55 yields a share price of $113-$114 per share, roughly 20% higher than yesterday's close.