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Strategies & Market Trends : Pluvia's Fist.com - Pluvia's Plays & Portfolio

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To: Pluvia who wrote (1534)	1/20/2004 7:41:15 PM
From: afrayem onigwecher	of 1766

Nanogen Inc. -- Nanotechnology is the hot buzzword in many technology circles and a number of small public companies (Altair Nanotechnologies (Nasdaq: ALTI) and Nanophase Technologies (Nasdaq: NANX) among them) are benefiting from all the attention. The big news for Nanogen is the patent it received on Nov. 25 that lets it play in the subatomic sandbox. The problem with shorting nanotechnology is that there are going to be a few massive winners along with the many losers and hype jobs. Right now, I'm not smart enough to differentiate. My inclination isn't to short this group, but rather to buy very small dollar amounts in a handful of them, knowing that most will fail, but one or two will be absolute home runs. fool.com

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