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Politics : RAMTRONIAN's Cache Inn

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To: NightOwl who wrote (13932)4/16/2008 12:59:51 PM
From: Bret Masterson  Read Replies (1) of 14464
 
Regarding Buying RMTR Now:

Would argue a bit with you NightOwl on the need for prudence at these price levels. The current price around $4 to $4.20 seems pretty attractive. The portfolio effect of the types of products they are in, spread across a lot of applications makes me tend to think that the revenue ramp is becoming increasingly stable. The investor presentations are a little dry, but the growth story still comes across pretty clearly.

I've stood pat with a large position on this one for sometime now without adding or selling anything, but I'm feeling pretty good right now that this year will bring a significant valuation increase to the $5 - $8 per share range.

Only real wildcard is the damned stock compensation, for which there seems to be a voracious appetite at RMTR. I think they must feel that the hedge fund managers are the proper peer group for compensation purposes. Where's my billion???
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