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Strategies & Market Trends : Joe Copia's daytrades/investments and thoughts

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To: Tom Swift who wrote (2840)5/16/1998 3:34:00 AM
From: Trumptown  Read Replies (1) of 25711
 
NUKE - Tom, compliments on your technical digging! That's quite a haul! I think most will agree that the Nuclear battery is a loser and I just dismiss it, don't think it will amount to much.

The near term winner is the IEC neutron generator. Dailmer has the horsepower to get it moving into the big league. NUKE will net 3.5% (or 3.25%) percent of sales in everywhere but N. America, where they get a much larger margin. NUKE essentially pays Daimler the production costs and nets the bulk of the profit. December "New Scientist" had a good article on the IEC.

dnai.com

The second winner is the diamond film applications...tools, coloring, etc. Hopefully that keeps the development $$$s coming to continue to develop the semiconductors...which imo is a ways off. Semiconductors would be the third winner and could have a HUGH payoff, but will take some time from here.

As far as financing goes, you are correct $200K is nothing. However this was only the short term money. A deal is supposedly in work for longer term cash...Sure it's not perfect, but it's lookin' pretty good!
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