Andrew, the world is littered with great technologies like RMTR's that died a ignominious death. Look at DEC,AAPL,NOVL etc..,I am not doubting that FRAM is great technology,but the wherewithal of RMTR management to make it come to market. They have some very serious problems with cash,lack of production,Benton shares to name a few. Will these all be addressed in a timely fashion? I don't know,I still and will always say that for every great technology there are 20 companies that go out of business. The risk/reward is much greater looking for undervalued,underappreciated companies with sound management and balance sheets. The risk is great with RMTR no matter how great the technology,is it worth the risk? I am not a trader,but a long term investor,my core holdings are companies that I believe have great management,great balance sheets,cash to buy the technology they may need in the future. RMTR is in a corner,and must produce,but alot of things backed into a corner will fight their way out. I am hoping RMTR fights its way out,and the serious issues get resolved to everyone's benefit. My core holdings are companies I believe in,small or large,BAY,CHML,NANO,PFE,HLIT and the one I am looking at now is ANET. I have held all of my stocks for periods of over 2-5 years,my greatest mistakes have been selling out AMGN,NIKE at 100% profit only to miss 1000%(never sell all of a stake,just get your original investment back)
Hiram
p.s. Andrew what is the appropriate risk management except to find where people perceive the risk as great and there is little,RMTR HAS great risk. |
