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Technology Stocks : NANO

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To: Dana Breite who wrote (1640)3/19/1998 2:13:00 PM
From: Wade  Read Replies (1) of 2272
 
Dana,
Thanks for this news. I saw big buys at 9 7/8 today. I like the healthy volumes. It is time to change some hands to hold this stock. Some people probably very tired of waiting, but, this is the real test for the long term investors. I just added more NANO lately.

I think NANO is a take over candidate, due to its leadership in the 300 mm wafer film inspection instruments. The reason is that there is no need to re-invent the wheel if NANO has beat them on timing and quality. NANO is the most consistent supplier of such kind of instrument in the last 7 quarters. The instruments are being used by their customers to test other equipments and process improvement. I believe NANO will have the upper hand to win the big contracts when their current customers are used to operate their 8300 models. It is the matter of when...not if. Of course this is just my biased opinion.

Sincerely,
Wade
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