Rim Semiconductor Company (fka RSMI)

[GrooveMaster]

Thanks for sending the good luck. I like everything about the movie but it is not why I am here. I am gambling for the Taj Mahal.

Let me build my case for my thoughts. Some claim the tech is not there or far away. The meat of the revenue from the movie will be here in the next year. Brad said 12 to 18 months is the window. They are claiming that there will be revenue from chips in first half 2004. That at the very latest is 9 months. In other words if they fall short it will occur while sales for the movie are still going strong. So because of the movie I feel the downside of this investment is protected for the next 12 months at least.

I do not think it will go down from here, if it does it will not be for long. It appears that there are quite a few people that have very high intentions and desires for the price to go down. I would speculate that they got it as low as they could. It has pretty much stayed where it is at for the last year it leads me to conclude that it is around the cellar.

So how many stocks have you invested in that you felt that the downside is covered for a year? All my opinion but that is how I feel.

So why did they not let the movie out last year? Was it the tech wasn't ready? That being the case to have a Hollywood top 25 movie (still climbing) you would have to wait until the tech was ready to release it. It is a marketers dream the position they are in. It was worth the wait for one year to achieve the ability to capatilize on all the press for the movie and cross market it to the tech. The fact that they have said they will produce while the movie is still in revenue stage says to me they have the tech without a doubt. Otherwise it would have been smarter to release the movie last year and milk for as long as possible. Having the tech they had to wait to release the movie until the tech was ready.

The old line is you only get one chance to make a first impression. Baby I feel it coming. I'm betting big on it too.