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

To: Gutterball who wrote (4369)	11/22/1997 3:34:00 PM
From: Mark Willis	Respond to of 14464

Some thoughts on the rumors: The additional foundry partner and patent issue have bascally been covered in the Lehman Gumport reports and were reiterated in the conference call as things to expect before year end. Although, I hope the "new" foundry partner is a third partner and not just a renewal from Nippon Steel or IBM. "Nippon Steel is currently producing EDRAM products for the Company pursuant to a Transit Foundry Agreement which expired in March 1996, but was extended to December 31, 1996. The Company and Nippon Steel are currently engaged in discussions to extend the Transit Foundry Agreement to the end of 1997. IBM is also producing EDRAM products for the Company pursuant to an agreement where IBM has agreed to manufacture EDRAM products for the Company through the end of 1997."(10-K) The third "rumor" mentioning Mobil and Ramtron is probably just that - a rumor. The following article mentions Texas Instruments supplying the RFID chips for Mobil's "Speedpass" program. businesswire.com TI's RFID unit is called "TIRIS" and can be reached at: ti.com I think someone made the "loose" connection between TI's deal to develop ferroelectric memory with Advanced Technology Materials, Inc. and TI's supply of RFID chips for "Speedpass." biz.yahoo.com I could not find anything at the "TIRIS" website to suggest their RFID chips are utilizing any ferroelectric technology. However, the "Speedpass" program, utilizing TI RFID chips, has been run through numerous pilot programs and Mobil and/or TI may have determined Ramtron or someone else has a better solution for the application. BTW: The latest 10-Q mentioned the SGS Thompson "MOU" has been extended to March 1998. good luck

To: Gutterball who wrote (4369)	11/22/1997 7:14:00 PM
From: gammaray	Read Replies (1) \| Respond to of 14464

hi Dan, I agree that the production revenue won't help first quarter. I have no reason to believe that we will stray very far from Mr. Gumport's revenue projections. Perception is everything though. Ramtron placing a production order with Rohm is not quite the same as a S. African company placing an order with Ramtron. I also like the fact that the end use for the fram was clearly stated in the news release. It let's people know that fram is not dedicated to just computer usage. This was the second production news release and connotes that the company is moving out of development phase and into production phase. I also agree that the stock moved on the S. African order. Not exclusively though. For example, may be wrong here, but i don't believe that the stock moved much when rmtr placed their call on Rohm. I have noticed that often times rmtr moves 1/2 point quickly and rests for a week or two. Then a stronger news announcement is released and it moves the stock a good point. In other words, I am saying that we may have seen a little inside buying in adddition to the little guy even though volume was light. As you know, when most were blinded with visions of the stock hitting 10 or more, I was looking for a fall to 6 5/8. I did sell early by 5% or so but I captured most of the move. I also bought back in too early mostly at 7 1/4. But I disagree with you about falling back to low 6's at this time. Been there done that. In fact, I look for 7 1/2 and then another look for the rest of the story. Neil

To: Gutterball who wrote (4369)	11/24/1997 1:43:00 PM
From: Peace	Read Replies (1) \| Respond to of 14464

Dan, MG stated the following in his note after the COMDEX visit. ROHM confirmed it has shipped its first 100-200 thousand 16 FRAM parts based on Ramtron's technology. An early customer is the Tokyo airport for luggage ID. Does not expect to be on US distribution shelves for another 6 months but is "100%" committed to the part. Aiming at non-commodity applications that require design wins. Indicated it is working on a 1-transistor implementation of the technology (FFRAM or Flash FRAM). Separately, discussions with RMTR make us increasingly optimistic RMTR will soon close additional licensing agreements and that fundamental demand for their FRAM devices has at last begun to build.