I don't think there is much downside risk however I also don't think the upside is 100 in the near term. They are a conservative company in a difficult space. No matter what their marketing arm says about enabling e-business, aside from their testing products, it is probably marketing hype. I consider RATL (along with INTC and MSFT)representing the low risk portion of my portfolio. Sustained growth over the long-haul. Love having a portion of my money in that part of the pie and there is probably no better play if that is your objective. As you know, I've been a major RATL supporter for a long time but I have shifted 80% of my RATL holdings and put it into B2B and telecommunications- CMDX, ICGE, ARBA, VERT, SQST, HLTH, CNQR and RIMM are my risk holdings now.
Anyway, I continue to like their story, but I am being more speculative in B2B plays- core business models, analyst support, overall float (not many public companies) and market potential tell me that investing in the leaders in that space and you have a shot at being in early on stocks that make YHOO and AMZN look like mid-caps... |
