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 : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (20100)	4/1/2004 6:44:09 PM
From: bob zagorin	Respond to of 57684

ISM Evaluates Manufacturing --------------------------- Manufacturing does well in March and Q1; new orders strong, energy prices worrisome; why manufacturers are not hiring; IT spending grows slowly line56.com

To: Lizzie Tudor who wrote (20100)	4/1/2004 7:57:58 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 57684

Merrill Lynch Creates `Nanotech Index' To Track Evolving Industry; Index Includes U.S. Shares, ADRs; American Stock Exchange Will Quote Measure Intraday home.businesswire.com Here Comes Nanotechnology We believe nanotechnology could be the next growth innovation, similar in importance to information technology over the past 50 years. Nanotech is the science of fabricating things smaller than 100 nanometers (a nanometer is one-billionth of a meter). Like the Internet, nanotech risks being overhyped. But unlike the Internet, there are intellectual property and patent barriers to entry but low barriers to adoption. Nanotech is real—the questions generally are when, not if. Nanotech is not a separate industry, but an approach applied to multiple disciplines (chemistry, biology, etc.). We believe nanotechnology is the next logical step in miniaturization. At 100 nanometers classical gives way to quantum physics. Building at the nanoscale enables new interactions in materials, semiconductors, and biological agents. The new scale allows manipulation on the cellar level, which should enable new discoveries in pharmaceuticals, biodefense, and healthcare. The National Science Foundation (NSF) sees a potential market totaling $1 trillion in the next 10-12 years as outlined in Table 1. Table 2: Index Constituents (3/19/04) Company Ticker Speciality Market Cap ($M) Amcol International ACO Materials 486 Applied Films AFCO Materials 470 Altair Nanotechnologies ALTI Materials 95 Biosante Pharmaceuticals BPA Nano Biotech 66 Caliper Life Sciences CALP Instrumentation 187 <--nanosys execs come from caliper, they must have something Cabot Microelectronics CCMP Materials 1,052 Emcore EMKR Semiconductors 160 FEI FEIC Instrumentation 704 Flamel Technologies FLML Materials 477 Headwaters HDWR Energy 752 JMAR Tech JMAR Semiconductors 63 MTS Systems MTSC Instrumentation 554 Nanometrics NANO Instrumentation 187 Nanophase Technologies NANX Materials 143 Nanogen NGEN Nano Biotech 189 NVE Corp NVEC Intellectual Property 208 Universal Display PANL Imaging 287 Pharmacopeia ACCL Nano Biotech 472 SkyePharma SKYE Nano Biotech 739 Symyx Technologies SMMX Materials 881 Three-Five Systems TFS Imaging 125 Harris & Harris TINY Venture Capital 187 Ultratech UTEK Semiconductors 506 Veeco Instruments VECO Instrumentation 757 Westaim WEDX Venture Capital 175 cwes01.com (this is the prospectus)