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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: silverstein who wrote (41997)8/17/2001 12:33:44 PM
From: silverstein  Read Replies (3) of 54805
 
Back in April I tried to inform the thread of the Gorilla potential of NMTC. Seems like my post was not taken seriously as there have been, to my knowledge, no follow up posts. In the meantime. NMTC has almost tripled in value since April. More important is the fact that companies like Intel are now delivering 0.13 micron processors using native 0.18 micron lithography equipment. Silicon Valley associates has not been able to deliver the native 0.13 micron lithography equipment. Can you guess what technology Intel is using?

Native 0.13 micron lithography is the end of the line with the present generation of x-ray lasers - to go smaller, one needs new laser sources and mirror rather than glass optics. The next step in this technology is estimated as being a decade off. With every generation of native lithography equipment, a reduction of ~2 in line width can be achieved using NMTC's strong phase shift technology. So, when Silicon Valley Associates finally delivers their equipment, Intel will begin delivering the next generation 0.10 micron processors using NMTC's technology.
NMTC is the only action in town -- they have the Physics on their side and a strong patent position. Smells like Gorilla potential to me.

SDS
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