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To: Paul Engel who wrote (72861)	2/4/1999 12:57:00 PM
From: John Carragher	Respond to of 186894

Is it possible that Kulak is an under cover agent for Greenspan to slow the mrkt down?

To: Paul Engel who wrote (72861)	2/4/1999 1:56:00 PM
From: TTOSBT	Read Replies (1) \| Respond to of 186894

Hi Paul. I hope I'm not imposing too much on this thread but thought this was kinda in line with chip technology so would like to know if you've every heard of or have any opinion on the following? QUOTE Nanopierce Technologies Exchange: OTC:BB Symbol: NPCT ******************** Nanopierce Technologies is the exclusive owner of its patented Nanopierce Technology Material (NTM). To fully understand the scope of NTM and the truly amazing advantage it gives Nanopierce we must first analyze the industry that NTM will revolutionize. NTM will function in two decisive markets, semiconductors and connectors. In these industries, the quest for faster performance, smaller components, and decreased space has led to a plaguing problem caused by increased density. The present technology has begun to reach its physical limits, and miniaturization efforts with the old technology have rapidly reached a "meltdown" situation. Heat presents the most prevalent barrier and exists as the nemesis of all electronics. The NTM is anticipated to become the next generation of component material used in printed circuit boards (PCB). NTM acts as a superior interconnection method that functions without standard pin or solder techniques. The core to NTM's promise lies in its patented composition. NTM is a thin film of micron- sized, metallic-coated diamond particles, which is applied to an electronic component or PCB. This highly conductive film allows assembly without solders or wire leads and exists as the most efficient medium for minimal heat issues. When joining a PCB and a component, utilizing NTM, less than one-tenth the industry standard of force is required, and the direct, gas tight, multiple contact connections surpasses the performance of any existing technology. This technology is anticipated to become the standard by which all other relating technologies will be benchmarked! The electronics industry, realizing the limitations of current technology, has begun exploring Chip On Board (COB) technology. This new technology eliminates the traditional packaging associated with the attachment of a chip to a circuit board, and attempts to directly attach the chip to the board. The NTM is the most cost effective and competitive solution present to fulfill the industries needs. Similar to the COB technology is the eminent Smart Card. The Smart Card promises to serve as the information center of ATM, Credit Card, driver's license, and medical records. This technology which is being rapidly developed and implemented in Europe needs the technology Nanopiecre can deliver. Mounting miniature chips on credit card like cards requires NTM and Nanopierce is working to provide these licenses to developers. Management has defined the segments in which to approach and is strategically positioning itself to license its technology to industry leaders. The company has currently established license agreements with five companies, including MicroModule Systems, Inc., Exatron Automated Test Equipment, Inc., and Johnson-Matthey Semiconductor Packings, Inc. The management team, including Dr. Herbert Neuhaus and Dr. Paul Metzinger are experts in their fields and have the background and savvy to make Nanopierce a major success. We believe due to current trading trends, the current share price represents a solid support level. Excess volume within a narrow band serves to represent a liquid market with stock purchase and ownership basis occurring at present levels. For more information: Nanopierce Technologies, Inc. 303-592-1010 UNQUOTE Thanks for any informative comments. TTOSBT

To: Paul Engel who wrote (72861)	2/4/1999 2:04:00 PM
From: Burt Masnick	Read Replies (2) \| Respond to of 186894

Here's a great idea for a business model. We'll take on the best semi manufacturer in the world. His process technology and manufacturing smarts are beyond question. He has a solid marketing approach and has divided the market into several segments with strength bordering on the obscene in several of the higher margin segments. Speaking of margin, he is running in the high 50s. He is raising the bar dramatically on operating frequency. He is simultaneously dropping his costs per unit substantially. There are occaisional marketing screwups like the floating point snafu and the pcid public relations problem, but on balance a superbly run company hitting on all cylinders. I will take them on, though my finances are shaky, my processes wilt under stress, my marketing is so-so and my investor relations have been a disaster. I am counting on my competitor not responding when I take significant low-end share. I will take a high risk approach to improving my manufacturing picture by using a brand new process at a brand new feature size with a brand new design. I will bet the farm. My son is a newly minted MBA from an ivy league school and while he was in school he mentioned in passing that, in todays world, it is suicidal to compete solely on price. We weren't talking about microprocessor manufacturers but he told me that, in a high tech world, where there is or can be differentiation by features and rapid changes in product offerings, relying solely on low price ain't gonna cut it cause your competitors aren't sleeping. If AMD can survive at all, it will be as a division of someone else, not as an independent company. They don't have the depth of pocket, the business model, the technology edge or the management depth to play in the league they have chosen to play in. In a world where perfect execution of their game plan could still fail, imperfect execution of their game plan dooms them. And they have shown an alarming propensity to stumble. Smaller, nimbler companies can beat established giants. But it's a high risk game and you have to have an edge. And near perfect execution. It helps if the giant goes to sleep, like IBM in the 80s. Regards, Burt