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


To: Peace who wrote (14463)11/2/2012 5:26:14 AM
From: NightOwl  Respond to of 14464
 
Oh come on now Mr. Peace! Surely you can turn $3.10 today into $4.10 in less than a year. LoL

Sorry I can't say that I was here to tell you that I told you so... But I could swear that I did. (I know this because I was the last "shareholder" this or any "issuer" in the casino had:)

Anyway, you've got a whole lot more to worry about than RMTR's paltry value. Ferroelectrics will no doubt be the basis for the "next" NV memory cell design, but it will very likely arrive only after the name Ramtron... and quite possibly Cypress is... has gone the way of the DoDo.

The truly sad thing about it is that odds are at least 9/1 that even if RMTR had survived and ferroelectric materials become the "next" big thing in mainstream memory... Ramtron would have no significant patent claims on either the circuit design, cell structure or recording material that ultimately controls the market. Rogers of course is aware of the odds and since all he's looking for is a cure for his gawdawful low density NVSRAM niche product (and a sexy new hype vehicle for his sales machine) he certainly wasn't going to pay "Holy Grail" prices for the stock.

Sadly RMTR's FRAM IP simply doesn't scale competitively and never will, as they have amptly proven with the time it took Fujitsu, TXN and now IBM to churn the stuff out even at the largest process geometries. Indeed the only reason Rogers wanted it was because he's desperate. He had no other viable technology for his niche applications. In fact with the recent deal with Tokyo Electron Devices it looks like he may not even have the confidence to handle designing FRAM IP into his future programmable product lines on his own.

In any case I'd recommend anyone with an interest in future ferroelectric memory investments to watch what happens to Symmetrix. They're Patent portfolio is much more interesting as far as future high density designs are concerned and my guess is that the INTC/MU joint venture might have some interest in them if and when they can find a better ferroelectric material than the Y-1 for the memory element.

But that's all at least two or three years down the road and I honestly don't know if you all have three years left. I mean... since nobody with money pays taxes any more:
dailymail.co.uk

And Gawd knows... after all the taking over the past 30 years... there's going to be one hell of a claw back. ...Sooner or later:
dailymail.co.uk

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