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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Paul V. who wrote (9348)	4/5/2004 3:04:33 PM
From: BWAC	Read Replies (1) \| Respond to of 25522

Nano companies: The next specualitve playground to suck small investor money down the drain. Crammer and Krudrow are all gaga over nano. That should tell you something.

To: Paul V. who wrote (9348)	4/5/2004 3:10:46 PM
From: Proud_Infidel	Respond to of 25522

I believe nano companies are defined as companies developing anything below 100 nanometers(it may be 65nm), which would make AMAT, LRCX et al nano companies. IBM is probably the company with the most invested into research and development of nanotechnology; it is also probably the company with the least amount of leverage as they are a highly diversified company. IMO, it would be wise to stick with those companies which which have been the technology leaders in "pre-nano" times.....ie. AMAT. Assuming of course, they are aggressively pursuing leadership in sub 90 nanometer technology. Brian

To: Paul V. who wrote (9348)	4/5/2004 3:18:04 PM
From: Cary Salsberg	Respond to of 25522

Thanks to input from Sam Citron, I am "following" TINY, Harris & Harris. It is a publicly traded venture capital firm whose emphasis is nanotechnology. I have not invested in TINY, but Sam has. He would probably be a better salesman for them.

To: Paul V. who wrote (9348)	4/5/2004 3:54:40 PM
From: Gottfried	Read Replies (2) \| Respond to of 25522

Paul, RFID article from IEEE Spectrum: Supermarket's Futuristic Outlet Future Store may be the greatest thing to have happened on the River Rhein since Siegfried slew the dragon Razor-thin margins in the fiercely competitive German food retail market have prompted Metro AG, one of Europe's largest retailers, to test new technologies that streamline the way shoppers pick and pay for items, and cajole them into buying more. Here, at Metro's Future Store in Rheinberg, a medium-sized city north of Düsseldorf, near the Dutch border, this reporter roamed the aisles on a typically crowded shopping day. He found the experience to be something special, as the marquee over the entrance suggested [see photo, "Read All About It!"]. [snip] spectrum.ieee.org PS: I not into any nano companies per se, just the big ones that may have an interest in it, like INTC. Gottfried

To: Paul V. who wrote (9348)	4/5/2004 5:02:24 PM
From: Big Bucks	Read Replies (1) \| Respond to of 25522

Paul, Nanotechnology is a lot of hype. The only commercial products are currently semiconductor related and some analytical equipment that can measure or manipulate on the near atomic level. Other than that, I am not aware of any real products or product road maps that have a consumer application. Right now it's all in backwater labs and acedemia settings in universities. That is not to say that someone won't develop something useful as a product, but that could be many years away. My guess is that the most significant likely application would be in the medical field, probably something like synthetic organs to assist or replace failed organs in patients, like liver or kidneys. If you really want to invest for the future, set your sights on the medical equipment/supply manufacturers, the US and European populations are aging and will need advanced diagnostics as the demographics of an aging population increases.