Alan,
Like I said before, everyone reads an article and picks out different themes and I think SAT's seem to be a good day to get RMBS updates.
My take is:
1. Sure RMBS is coming, RMBS is coming! I never disputed this fact and won't unless something changes, i.e., INTC sentiment.
2. Sure DRAM's are starting to sample RDRAM, but gosh knows they better be IF Fall intro is coming.
3. The paragraph I highlighted just reaffirms, IMO, that there are more issues to be resolved.
4. Not much new or really positive in todays news...
5. If anything, the MU comments create a cloudy weather environment for RMBS. (I know, I know, they are bitter and hate to be told what to do, but sentiment is exactly that, sentiment!)
Regards,
MileHigh |
