LauA,
Since I (re)started RMBS discussion on this thread, I will respond. However, bear in mind that I don't see jhg's posts, so I'm just answering you.
RMBS is definitely not a "Buffetology" company, however it has some possibility to become a Gorilla (in "Gorilla Game" terms). It is impossible to valuate at this time, because the whole evaluation would be based on RDRAM penetration projections, royalty rates, lawsuit outcomes, etc. I bought it because it does show some promise from a speculative standpoint. The negativity is very high and I see some people and companies buying RDRAM PCs, which could lead to earnings surprises. Other than that, I have no idea of RMBS future.
Good luck and sorry off topic message
Jurgis |
