re: DO you think this (PC era over) tide applies to IBM and RMBS.
One of things that I like about RMBS is that investors are hung up on the PC and RDAM connection. RDAMs will be used in many more applications then PCs, HDTV, Networking, Set top, and game consoles. RMBS has it covered, The only application where I have not seen RDAMs talk about be used in is Cell Phone, or hand held devices, someone correct me if I'm wrong.
re: I also have a position in TLAB, INKT, EMC, and SUNW. Also small T holding.
TLAB is the only one that I like in that bunch. INKT I do not follow.
re:DO you still have any DELL at all?
yes but much less then I did! I put DELL into the CSCO, LU section of my holdings, stock that will give me 10 to 15% a year, I don't like to have 10 to 15% stocks dominate so the % to other holdings is less combined.
re: Is RMBS another Dell?
Way too soon to even think about that.
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