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

To: chip powers who wrote (5087)	4/3/1998 7:57:00 PM
From: Lou	Read Replies (1) \| Respond to of 14464

The longest URL I have ever seen is regarding EE Times/Lee Brown My thought is, why not post the article, so here it is. My RMTR investment thought is that I am worn out with the sucking up of our many day's gain of 1/32 to 3/16 gain at the end of the day. It makes RMTR stocks movement boring. For a couple of weeks it ceased. I do want to examine Hiram's analysis because he is making a contribution to activity on this list. I sure don't include Dan, Richard, Neil and several others in this snide comment. Anyway here's the article. *************************************************************** Ramtron has been shipping ferroelectric RAM since 1993 We appreciated your story "Ferro RAMs headed for volume debut" (see March 9, page 1). However, several Ramtron engineers who attended and presented at the Integrated Ferroelectric Symposium noted some errors and omissions that we felt were worth mentioning. 1. Ramtron was not mentioned in the article. Ramtron is the only company to date that has shipped commercial Ferroelectric RAM (FRAM) products to customers. We have been selling PZT-based FRAM products ranging in densities from 4k to 64k since 1993, as well as custom RFID circuits. Since then Ramtron has delivered over 8 million parts to more than 500 customers. 2. Matsushita is not going to be first out of the gate. Given the fact that we have been in the market for five years, Ramtron was the first to achieve commercial status. Although our volumes in the past have not been significant, we will expand our FRAM shipments this year now that our foundry partner, Rohm Co. Ltd., is in production. We have already begun receiving production-class shipments from Rohm and expect to receive more than 1.5 million units by June. 3. The article implies there are no ferro fabs besides Matsushita and Siemens. This is not true. In addition to Rohm's line, Hitachi and Fujitsu (Ramtron alliance partners) have announced 0.8- and 0.5-micron ferro lines for 256k and 64k embedded products. Both are sampling prototype silicon. 4. The article implies that SBT is the sole material capable of scaling to 500 A. PZT has also been scaled to comparable SBT thicknesses, resulting in excellent low-voltage capabilities. 5. Ramtron's data sheets specify PZT fatigue at 1E10, not 1E7. This data has been shown at ISIF for several years. We are proud of the work we have accomplished and felt it necessary to set some of the facts straight. Lee A. Brown, Director of Communications Bill Kraus, Manager of FRAM Design Domokos Hadnagy, Director of Materials Development Ramtron International Corp. Colorado Springs, Colo. Copyright (c) 1998 CMP Media Inc. **************************************************************** Lou, Lee Brown's response to the Symetrix article in the March 9 issue of EE Times has been published in the March 30 issue. As we all know, Lee Brown posted this identical response on the SI thread a short time ago, and now it also appears in EE Times. Here's the rather lengthy URL: techweb.com I'm pleased to see that RMTR published the response for others to see. Doug

To: chip powers who wrote (5087)	4/3/1998 10:13:00 PM
From: Hiram Walker	Respond to of 14464

Chip, markets are not founded on logic,nor rational thinking. My comments are directed at human behavior analysis. How else could YHOO or AOL,or ATHM be where they are. There is no fundamental,rational,or economic model to markets that works consistently. So the only way to analyze markets, is through analysis of human behavior. Fundamentals do matter a little on finding a floor on a falling stock,thats it. So that said, until everyone on RMTR capitulates,or says the stock is over,or until the fundamental data is such that it will hold RMTR,we are in a long slide. Now that said, the cost of holding RMTR is in lost opportunity. Mr. Fulgrabe knows that all too well. So it was the fact that Hitachi did not come through,and the Benton shares are overhanging,and the fact that this company has almost 50 million shares,and small revenues. Will this change,certainly,but is the cost too great to hold s stock for decades to break even? I am a Ferro bull, disappointed not in RMTR,but in my failure to see that new technology,however great,must have a market,and a disciplined management team. Hiram