Sorry, Dana, but the reasons I've bought this stock, vanished:
1. Pioneers in 300 mm inspection, they are no more. KLAC and AMAT clearly dominate the field now. Plus, the 300mm transition is delayed by at least one year.
2. The thin film inspection hard drive heads is obsolete. The MR heads are in fashion now. Did NANO switch ?
Maybe we'll find some of the answers in the 10K to be out soon.
My question to you guys is this: are you really happy with the "activity" of the NANO management, regarding:
1. Keeping us informed about what's going on in the sector, and in the company, in SE Asia, etc.
2. Their actions to maximize shareholders value and inform the investment community of their potential.
There is too much secrecy about this company. I do NOT like it.
Cheers,
Dan |
