Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: silverstein who wrote (45853)	8/25/2001 2:52:40 PM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

the compelling nature of this potential Gorilla. With only $10M in revenues and no profit in sight, it it s a little early to be speculating on a real gorilla ... sounds more pre-chasm to me. Also sounds like a likely takeover target.

To: silverstein who wrote (45853)	8/25/2001 5:50:48 PM
From: Uncle Frank	Respond to of 54805

>> you have a physics background so you probably can understand the uniqueness of NMTC's technology I'm flattered you'd think so, but I haven't been involved with that technology since I received my degree in the mid '60s, and even back then found fields and waves the most abstruse of subjects. Luskin's article is very complimentary, and I'm intrigued with the thought that Numerical Technologies' enables the "painting one-inch lines with six-inch paintbrushes", but as Thomas pointed out, it's early in the game to be thinking in terms of gorillahood for nmtc. On top of that, the semiconductor manufacturing equipment sector hasn't exactly been fertile breeding grounds for pongids, with zero gorillas spawned so far. But with the understanding that anything can happen, any updates you'd care to give on nmtc would be appreciated. uf