Date: Tue Jun 21, 2005 5:43 pm
Hi,
Most of you have heard about how hot nano technology is some 2 years back.In came all the momentum investors and bid the stock prices up and then tookprofits and left the small guys hanging as usual. The trick is to buy intocompanies when there is no hype (duh!). Meaning you don't see them on newsetc.
Is nano here to stay. I had gone for a nano technology conference some 1.5yrs back at Stanford to hear what Vinod Khosla had to say. He shared somevery good insights on where he sees nano sometime from now and what areasaer most likely to be affected first by Nano. i.e Memory, nano measurementdevices, semiconductors (partly), some basic materials.
Two recommendations today for investors is VECO and FEIC. Both are in thebusiness of making equipment that can be used for measurements at the nanolevel. Meaning both companies products will be used by all other nanocompanies. Nice place to be.Also, keep your eyes open for the IPO of Nanosys. Go to their website toread about it.
Cheers,
Ahu
