Freeus....the Hyndai news came out yesterday also...same as intc comments. RMBS went up $11.
Nothing new has transpired today. My guess is some folks are taking a little off the table just in case....I still think the short to mid term picture on rmbs looks intact. Just more FUD to be thrown around. But I do agree, it would be nice to see qcom and rmbs participate....my two largest holdings also ( or pretty damned close anyway )....
I have asked Vster to comment several times on rmbs/INTC, but it seems as though either a cat has got his tongue, or maybe I ruffled his feathers a tad last week and he just doesnt want to respond to me...who knows. In any event, I notice he has made no comments about this whatsoever and for somebody with 85% of his holdings in that one company, you would think he would have some comments. But then again, RMBS is down considerably from the upper $80 lower $90 level when he recommended to his people to buy back their CC's because RMBS is going sky high from there. I dont remember the exact event, but some good news came out on rmbs, it saw a pop, and he said there was no stopping rmbs now. Anyway, from that point on, rmbs trended down to the $50's....45% or so, so I really am not surprised he is being a tad quiet about rmbs. The last I heard him say was earlier today when he said RMBS $200 by January. Again, I asked for his opinion, but have not heard one as of yet.
have a great weekend
keith.com |
