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

To: Jonas who wrote (5466)	5/11/1998 9:42:00 PM
From: Lou	Read Replies (2) \| Respond to of 14464

Dan, Neil, Jonas---a message from Dan, not Western 'Lou' Union--- Years ago you might have felt good if you received a few bucks via Western Union, but it was your Aunt, Grandmother, Mom or Dad that did the deed. So, please keep in mind that Doug is getting this together. I am the courier. Here's from Doug---- In answer to Dan's questions: 1) I believe the wafer yields refer to Rohm 16K. 2) FRAM size for HP not mentioned. I assume it would be the 16K since my notes indicate that is the only density in production. (other than what can be produced at RMTR Fab, but those are not profitable.) 3) RMTR and SGS-T are still in the talking stage. MOU just recently expired end of March, and things havn't moved too quickly. My impression in talking with Lee, was that a deal will probably be inked sometime in third quarter. Production in Sicily is still a good ways off. With regard to Neil's post about upgrading RMTR Fab..... Lee talked about this as well. They have come to the realization that they will be a Fab-less concern for quite some time. Indeed, this makes it more difficult to have control over the production process, but it's something they can and will have to live with. They are confident that their partners will continue to have a high interest in FRAM and EDRAM/ESDRAM and thus will apportion an acceptable amount of their production capacity to Ramtron's needs. They realize this will only happen as long as Ramtron can continue to bring large, production sized orders to their doorstep. Lee said they have placed a high priority on upgrading and improving their marketing efforts. These folks are going to be very busy and they expect high performance levels from them. Existing Fab at RMTR will probably continue to be used for R&D. Another item quickly discussed.....they will probably be talking to Siemens and IBM about designing a range of low density ESDRAM's (1Mb, 2Mb, etc.) in addition to what they are working on right now. Ramtron believes a significant market will continue to exist for these densities as the general DRAM market moves to ever higher levels, thus creating new niches from the markets left behind. We did not discuss JEDEC Standardization, Patent Litigation, Asahi Chemical, Fujitsu, Toshiba, Line-of-Credit talks, or the recent developments of the Alpha chip, although these are certainly worth another call at some point. Doug