Dew, you are suggesting that I "root" for something to happen just because it could benefit me? I prefer to maintain a realistic point of view, while keeping my head clear about the real issues - not convince myself that something I want to happen is bound to happen. That's what the TMTA zealots do on the other thread. While I think it would be great from my investment's perspective if TMTA won a design win with Dell, I also believe that it has a snowball's chance in hell of actually happening. If I didn't believe that way, I'd be loading up on TMTA stock first chance I got, and probably screw my entire investment strategy.
Sometimes I wonder how "long" the TMTA longs have owned their stock. Could it have been back when TMTA was $50 or more? Maybe if I put my money into a sink hole like that, I wouldn't have reservations in holding the shares at this point, either. But contrary to what you believe, I hardly think TMTA's success is assured. In fact, I think it's a rather risky investment, but worth it as a small hedge. Deluding myself otherwise will not benefit me at all.
Re: I’ll be sure to remind you of your “POS” remark after the announcement…
Saying "POS" is my mistake, and it's a kick in the pants to any of the engineers that may be reading this board. I apologize for the remark, but not about my views on the reality of the market with regards to competitive performance. The only reason I am invested right now is in anticipation of the Astro core, and the possibility of TMTA finding success in getting a part with competitive performance into an innovative form factor that takes off in popularity, thus reaching a period where TMTA can return to profitability. But unlike Astro, the TM5800 is not at all competitive with other offerings, and things aren't getting any better going into 2003.
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