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Technology Stocks : NANO -- Ignore unavailable to you. Want to Upgrade?

To: Follies who wrote (1698)	4/23/1998 5:18:00 PM
From: Dana Breite	Read Replies (2) \| Respond to of 2272

I think the New Wave 100 will be great for companies like NANO and XLTC. More exposure, even a little, is good, and perhaps in the future investors will be able to invest in this index. I wish we could right now cuz I think the New Wave 100 will outperform all those bloated S&P 500 stocks in the next year. JMHO, Dana

To: Follies who wrote (1698)	4/23/1998 5:38:00 PM
From: Wade	Respond to of 2272

dale, Hang on. I think sector rotation is coming soon. The DJ-30 are so overvalued vs the rest of markets. It will be a very good strategy to buy the Next Wave 100 stocks or the index if the fund managers are looking for bargains. This is a new trend for an alternative investing. We could see the changes once a they start promoting this. It is very encouraging to see NANO was so flexible under this poor market condition. This achievement is outstanding in the whole semi -eq. sector. It will have PE 12 next year, if it continue this trend. It is possible that their 300 mm is gaining momentum lately, otherwise I do not see the reason for this strength. I remember when I asked Mr. P. Nolan during my last phone call regarding the sale of the 8300 instruments, I made comments such as: I expect the 8300 models to pick up the pace from this year. He did not deny it, but he said "I did not say this...that is your interpretation". Then he gave me the figure of average of 2 system per month(quarter?) which I posted on this thread. I thought there was no significant change on this. However, when I read the Q report, I felt he was saying that they are making important progress. Do you feel the same way from reading the report? The US semi- industry is still NANO's major source of revenue, and this is the major source of 300 mm conversion for NANO. But, I think Taiwan is in the game as well. I hope to see the recovery of this industry later this year. Their earning will jump over 0.20 very quickly. I believe they got a great bargain from the acquisition of the Metra overlay registration product line. The earning should grow faster than before. I am very bullish for the long term. Of course these are just MHO. Sincerely, Wade