Replies to post #36989 on Rim Semiconductor Company (fka RSMI)

[WHP03]

I see the MMers were trying to sucker a few people into buying today, but they didn't quite accomplish their goal. Buying NVI at this juncture is extremely dangerous given they have not defined how they can afford to produce an ASIC. Promises to delivery a FPGA by year end (fiscal or otherwise) is not a good bet to take given their failure to deliver on identical promises in 2002, 2003, and 2004. The term "falling knife" seems appropriate these days..... NVEI's stock is not sliding to zero in a panic, but it's trending in the wrong direction... with little pump moves along the way....

Spoke - thanks for pointing out that NVEI seems to have purposely left out the two newest broadband standards from their comparison charts. Either one has to say they're the worst managers in the world for not including their top competition, or they're purposely bending the truth to serve their needs. Either way you slice it - NVI is a scary proposition for all investors (unless you have a guaranteed price protection plan or you're guaranteed 20% or more because you bought into the death spiral financing).

B