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Technology Stocks : NANO

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To: straight life who wrote (1622)3/6/1998 1:26:00 PM
From: dan serachitopol  Read Replies (1) of 2272
 
Taichi,
Let me tell you of great companies I can sleep owning:
SPLH (bought at 10 3/8), MRVC(bought at 22 1/2), EFII(bought at 13). I made a bundle in Feb (30%) with 30% dead money in NANO. NANO is a very conservative company, does not spend too much, a penny pincher. You can not go too far with a "strategy" like that in the high tech arena.
QCOM is one of the really GREAT companies. Hold on there. One day I'll ride that bull too. Maybe after I sell NANO :)
You guys please tell me the reasons we should expect a lot from NANO. I am not buying the explanation with (barely) meeting the quarter EPS (which by the way are 0.14, 0.15, ..., 0.19). There are TONS of companies out there BEATING the EPS quarter after quarter. JMAR will be such a company, leaving NANO (sleeping) in the dust. I just want to wake up the gerontocracy of NANO, and make them act NOW ! It is not for too long I am going to subsidize with my money their sleep.
Cheers,
Dan
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