Wednesday, July 26, 2006

Small Tech's Publicly-Traded Poster Child

One company stands alone among all small technology stocks.

That company is San Diego's own, Ilumina, Inc. ILMN has performed better and for longer (see the 100 week chart here!) than any other company we follow . . . . by far. . . and for good reason.

Our own scientists pegged it a winner many months ago - see their sci/tech Commentary for further input.

Since January 1, 2006 the stock has run from $14.10 to an amazing $39.80.

Name another publicly-traded, small tech with anywhere near that performance. This is one the others "should go to school on". Today, the P/E is an unsustainable 338 X and we are marking time in "over-bought land" with a retracement to the 28-33 range around the corner.

BUT

Ilumina is a real company, rapidly expanding in a real market already proven by Affymetrix, Agilent and others.

And, it is gaining and taking "share".

Watch ILMN soar further (with many bumps and bruises along the way) over the next few years . . . and LATCH ON HARD AND EARLY to any company that mimics its model and style.


Thursday, July 13, 2006

Market Doldrums (and Worse) Expected . . . The Nanotech Company in Overdrive

We've been so busy recently.

While nanotech stocks continue their expected (here, anyway) dive, and The Small Tech Prospector continues to kick butt, we've been busy talking to leading investment houses, VCs and hedge funds about involvement in our small technology merchant banking project.

The Nanotech Company, LLC
will essentially take a general partner-type role in what will become the leading financial entity in nanotech, MEMS, microfludics, microelectronics and other highly advanced technologies.