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

To: chaz who wrote (45878)	8/26/2001 10:14:43 AM
From: silverstein	Read Replies (1) \| Respond to of 54805

Chaz, If one has a straight edge, the diffraction pattern could be cancelled by illuminating the edge with two coherent sources of light that differ in phase by 180 degrees. If you have a complicated geometry with many sharp angles, you can't eliminate the diffraction pattern, you can only reduce it by using multiple masks that regulate both phase and amplitude to give an optimal diffraction pattern cancellation for each local circuit geometry. Part of their IP deals with a unique mathematical algorithm that efficiently calculates the optimal mask characteristics for these complicated geometries.. Seth Silverstein

To: chaz who wrote (45878)	8/26/2001 2:00:38 PM
From: Thomas Mercer-Hursh	Respond to of 54805

I do agree, matters of size are not Gorilla Game notions. If there is something compelling about this company's technology, that's what we should be exploring. I don't have a problem with this forum's standards shifting, given that we generally agree that it is desirable, but my memory is that growth to a minimum size was one of the criterion used a number of times in the past to classify a company as "interesting, but not yet really far enough along to warrant gorilla discussion". At the very least don't we have to classify NMTC is being quite early in the TALC on size alone? As I said, perhaps if we had more of a mini-Hunt report at least we could evaluate this better. For example, do we have any idea whether there are competing technologies? What do we know about market share? Are there other technologies on the horizon that will displace this one? Does this technology have intrinsic limits which suggest that it will only help bridge to another one? Is this technology only one small piece of a large complex of technology, most of which NMTC doesn't control? I certainly don't know the answer to any of those questions and couldn't begin to classify its technical position in the TALC or its potential for growth into a gorilla

To: chaz who wrote (45878)	8/26/2001 4:10:49 PM
From: AJL	Respond to of 54805

"Incidentally, that one-inch line with a six inch brush isn't so tough. With the right technique, you could paint a 1/4 inch line with it." Finally, in the midst of all you M.D.s, PhDs and MBAs, a topic I feel qualified to comment on: while it's true, one could paint a 1/4" line with a six inch brush, it would require an amazing amount of technique, and a very steady hand. Obviously, it would be much simpler to use a fine artist's brush... (Disclaimer: I am a house-painting contractor, and, if it's any slight consolation, I have an MFA--in theatre. Which qualifies me to be...a housepainter.) Here's looking forward to the day when we can look back and say "yep, that was the bottom, alright." Hopefully sooner, rather than later, though in this environment I'm not holding my breath. Just quietly accumulating shares of what I feel/hope will be highly successful cos. once the economy begins to right itself and corporate spending reverts to a more normalized pattern. That and a big box of bandaids to stem the flow of blood from both hands (perhaps a tourniquet would be in order at this point...). Regards, and thanks for an interesting, informative forum-- Andrew Lieberman (back to lurk mode...)