Dan, thanks,I think? Well, this was coming like a freight train down a one-way track. RMTR was going to tank,if it had to sell more shares,and Hitachi couldn't produce any FRAM. Well both happened,And BEA hurt selling shares,possibly to by options on the stock.
Nothing has changed with RMTR,except they have more shares,and had to spend that because HIT,and the others have failed to meet production deadlines. Another factor,might be the perceived notion that Samsung,and the Japanese chip makers may be severely cutting back on R&D(hurting little RMTR).
I read a good article,about the Japanese chip makers,and the comments of a large mutual fund manager(I should have clipped it).
Anyway,the two chip companies she likes are Rohm and Fujitsu. She was particularly high on Rohm. If I find it I will post it.
Well we could go much lower if the Benton shares get liquidated,or someone panics,like BEA. I believe there may have to be a panic liquidation to end the slow water torture. So be prepared for the worst,and don't let the price scare you.
Hiram(the doom is back,and he's been right so far). |
