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

To: Thomas Mercer-Hursh who wrote (45856)	8/25/2001 7:05:35 PM
From: silverstein	Read Replies (2) \| Respond to of 54805

Thomas, perhaps you should use a different source for you information on financial data. Your assertion of " $10 M in revenues and no profit in sight," is outrageously incorrect. NMTC has beaten earning estimates every quarter since it went public, and it has been profitable every quarter since December 2000. It has given guidance for revenues of $49 M, for this fiscal year ending this December. Next year, when the semi industry rolls out 0.13 micron technology big time, most of them will be producing their 0.13 micron chips with 0.18 micron equipment using NMTC's phase shift technology. Just think, with run time licenses, they will get a certain number of pennies for each chip produced. The beauty of this potential beast is there no other known physical way to accomplish what they are doing - and if they have the solid IP, which I believe they have, they got the whole game to themselves. Seth Silverstein