AV,
Do you know any good plays on the MEMS technology. I own UTEK but I'm also searching for a pure MEMS play. Over the past couple weeks I've looked into many, many companies and spent a lot of time surfing for ideas. As it stands now I haven't found anything that fits the bill. Everything is private, has MEMS as a small percentage, or looks sickly (i.e. Analog devices, Breed, Irvine Sensors, Measurement specialties, UTEK, EG&G, Alpha Industries, Conductus, Eaton, et, etc). I figured design software for MEMS would be a great candidate (avoiding the commodity type market that has developed in auto MEMS), but all the main software companies appear to be private. Any ideas would be appreciated. I see the tremendous growth in MEMS as a great area for investing that is still undiscovered.
Mike |
