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

To: NightOwl who wrote (13168)	5/1/2007 10:35:02 PM
From: NightOwl	Read Replies (1) \| Respond to of 14464

P.S. Despite the increasing number of these Jack____s eating all the golden profit eggs... before the goose even thinks about laying them... I'm not tempted to sell. I think there's at least a 50/50 chance that at some point this year the meter revenues... and possibly the automotive business... will blow out all previous highs. The company may have no visibility on the downside. But I figure this is also true on the upside. By December I think they could easily be dealing with some unplanned shortages with the meter folk alone asking for product at a rate of $3M a month and automotive at least half that. If they can get that much production they'll be well beyond the $12M/Qtr mark on meters and auto alone no mater what Computers and ISM may do. But trying to quesstimate the "invisible" is not an exact science. Even if I guess close to the right numbers, I could still be off by 6 months either way on the timing. Considering the amount of shares still being held by the hedge fund types it seems pretty clear that they are as uncertain about it as anyone... assuming they even consider the possibility. In any case I can wait another year to find out. If they run the price far enough under 2.75 to make it worth my while I'll add more to my horde. But I can't imagine sales remaining at this $10M plateau for another 12 months. It shouldn't take a "killer app" to top that... a "felonious assault app" should do nicely. 0\|0