Hi Archie,
Welcome to join the torture thread. You have a great timing. My TA indicated that we might be on the uptrend again.
While most of people paied much attention of the Korean Semi-conductor solw down, I noticed that Taiwan is completely different. It has so many projects are in progress. There is plenty cash for invesment. I found many information about Taiwan's bullish environment :
techweb.com
search "taiwan". ...you will find the news.
It is apparent to me that while Koreans suffering setback Taiwan is still moving forward rapidly. These are two completely opposite situations. If there is demand for the chips, the plants will be build. If the Korean can not raise the money the Taiwanese(Chinese) will...actually, I believe that is happening now. China is another place to watch in the next several years.
All of the 300 mm pilot lines are still under construction, however, the production plants will have some delay. However, the situation can change quickly. As long as NANO can stay with the evolution of the technology they will be able to generate revenue even in the pilot stages. Just becasue of it is a small company..... a few more orders can make a difference. This is NANO's advantage to be small at here, IMHO.
I just began to use AAII's data base to study NANO's market value. It is indicated in the 12 -16 range. I will try to get to the bottom of this and report to the threaders. Good luck.
Sincerely,
Wade
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