You almost make me feel guilty for being a happy RMBS investor.
If you believe in the long term story, and follow the many "wins" we continuously see in design, testing, manufacturing, applications, future development, etc, etc, than you have to feel extremely happy with your RMBS investment (not speculation). And these are only the "wins" that have been announced. We know that hundreds of others are in the pipeline.
I bought my first RMBS in 1998 at 40 and have been viewing each dip as a buying opportunity when I could afford it. My last purchase was late April at 60, and I'm sure I'll be adding some more this week. I'm very happy with the position I'm now in with RMBS, and feel fortunate that the FUD monsters have given me so many bites and the apple. I love the large short interest (I imagine that compounded the selling today). I love the story. No one has lost a dime on RMBS if they haven't sold it.
As we get nearer Camino ship dates, Playstation II ship dates, etc., the FUD will not be able to knock it down as far as it has. Accumulate. You'll be sorry in the future (and not too distant) if you want to buy more and its 10, 20, 40, or more points higher (like QCOM). We are very fortunate to have an excellent thread, with alot of people who take the time and energy to do a tremendous amount of research and share it with the others. Thanks Uncle and all others. Sorry for rambling.
Aboard the Bus, and waiting for it to turn into a gorilla!!
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