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

To: silverstein who wrote (45928)	8/28/2001 11:32:55 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> The 2GHz clock speed most likely requires 0.13 micron line widths. This, along with the recently introduced 1.2GHz mobile Pentium 3's, would be then be the second line of processors using NMTC's subwavelenth technology. Is it your contention that the only way to make 0.13 micron geometry parts is by using nmtc's ip? uf

To: silverstein who wrote (45928)	8/28/2001 12:34:24 PM
From: chaz	Read Replies (1) \| Respond to of 54805

Seth: Late last week, ahead of IDF, I thought RMBS was about as low as I would ever see it (IPO territory), so I bought some. Yesterday, I read the release which confirmed that INTC is not dropping RMBS as the FUD has insisted would be the case. It confirmed (for me) the ongoing viability of RMBS, and so I said to self: "To heck with the lawsuits, buy some more of the damn stock!" NMTC is perhaps also viable. I don't know, and the company is very small, very pre-chasm...far more risk than I want to take. We here invented Project HUNT for just such a company...would you care to do one for us on NMTC? What will AMD do? Don't know, but I do know it won't go away. It will continue to unsuccessfully pick and chip away at Intel, and in it's wake leave great waves and mounds of FUD. Chaz