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Technology Stocks : NSCT -- Ignore unavailable to you. Want to Upgrade?

To: RON BL who wrote (96)	9/7/2000 1:33:29 PM
From: Rob S.	Read Replies (2) \| Respond to of 113

Volume was much higher than normal - that doesn't jive with simple profit taking. I bought yesterday. I think this stock is highly speculative. NSCT has very interesting technology but no proof it can be profitably exploited. perhaps the biggest immediate potential is for the cmos memory cell for embedding into DSPs and uPs. Potential customers include Intel and AMD for embedded L1 cache memory. Here it promises to decrease circuit area, reduce power consumption and increase ability to ramp speed above 1 Ghz. These are the limiting criteria for increased use and competitiveness of embedded cache. Embedded cache has become an essential part of the architectures of Intel's new Pentiums and AMD's Athlon and Duron chips. Other targets are for embedded cache in DSPs used in a variety of communications and consumer electronics applications. Similar arguments apply as for uPs. I see NSCT as a gamble that they can be successful winning one major DSP or uP license. I think that is all it will take to greatly increase interest and speculation in the stock. I have looked over NSCT's patents - they look very solid. But many companies have patent portfolios so that is no guarantee the company can capitalize on them. It must work with companies who are willing to invest in the development work to implement the designs and semiconductor processes in order to decisively show the value of the technology. Only then will it be likely that companies will be ready take licenses and commit to volume production - that generates significant revenues for NSCT. I discovered one positive develop: the company said it was able to reduce process steps for the memory cell from three to two additional steps. While this may not seem very important, it has a direct impact on total product yields and that can be a determining factor. NSCT is preparing a patent application for the process technology of the memory cell. I have been told that the company will make some announcements about products and potential or actual customers at the annual shareholders meeting.