Rambus (RMBS)

[Skeptic]

Losing faith?

I'm surprised to see admissions from die-hards on the TMF board, such as JA and doxiemom, that they are greatly reducing their holdings. I guess the Rambus tragedy has taken its toll on some of the stalwarts. I've got a position although it isn't my entire portfolio and I question the prudence of maintaining that position everyday, but for some odd reason I'm not as pessimistic as I usually am.

The delay and option exercises are the killer here but I think the crap at the FTC will be over soon and the issue of spoliation will be over soon and I think Samsung and Rambus will come to an agreement without dragging in Lucifer's Legions.

It makes me nervous that I'm the one arguing for the silver lining - be warned.