NVE - ein Nanotechnologiehighflyer : Burner! - 500 Beiträge pro Seite

[MultiCash]

Charttechnik beobachten, Rücksetzer abwarten und einsteigen!

A semiconductor company with promising patents in nanotechnology is NVE (nasdaq: NVEC - news - people ), which is developing advanced magnetic random access memory (MRAM). This new kind of computer memory uses spintronic magnetic materials to store data even after a computer is turned off.

NVE Corporation is a supplier of sensor and isolator components for use in range of communications, industrial & military applications where cost, speed, size, sensitivity, low power and the ability to operate in a range of environmental conditions is required. For the FY ended 3/31/03, revenues rose 35% to $9.4M. Net income totaled $647K vs. a loss of $2.1M. Results reflect higher government contract revenue and lower R&D expenses.

[jojobada]

ja rücksetzer min bis 18,00 oder sogar 15,00

mfg jojo

[isonics]

Guten Morgen!

Super Aktie... klingt sehr interessant!!! Bei der Nanotechnologie geht es im Moment mordsmäßig ab! Hier der Chart von Flamel, einem anderen Nanotech-Unternehmen:

[isonics]

Noch unentdeckt, aber der Nano-Highflyer der Zukunft: Tegal Corporation (TGAL). Meiner Meinung nach kurz vorm Ausbruch!! http://www.tegal.com

Unbedingt anschauen!!!

Grüße

Isonics

[proFEiT]

was machen Flamel eigentlich so?

[isonics]

Flamel entwickelt Drug-Delivery-Systeme. In der Pipline befindet sich unter anderem eine Nano-System. Der Wirkstoff wird in einer Nano-Kapsel verpackt und kann dann durch den Körper gezielt in die gewünschte Zelle transportiert werden. Ist wirklich sehr interessant! Dadurch können beispielsweise Diabetiker Insulin bald schlucken und müssen es sich nicht (wie bisher) spritzen. Ist ein riesiger Markt!

Grüße

Isonics

[MultiCash]

Jojo,
ich hoffe du hattest dein Limit auch so gesetzt,
könnte jetzt über ATH steigen.

[MultiCash]

[BrauchGeld]

Dir gebührt Respekt Multicash weiter so

Mfg
B.M.

[MultiCash]

@BrauchGeld

Falls du Interesse hast an einem bis jetzt unentdeckten hochinteressanten Nanotechwert, schick mir mal ne Boardmail,
ich will das Teil nicht unnötig bekannt machen,
da ich selbst grad dabei bin mich einzudecken

[MultiCash]

Lycos scheint überfordert mit dem NVE Chart,
tu ich mal den hier rein

[Indiancigar]

habe meine NVEC-Position am Freitag gegen Schluss verkauft.Heute ist ja die Börse in den USA zu,aber was wird wohl morgen sein??Gnade uns Gott,wenn dieser Schub ungebremst weitergeht...und will nach einer Korrektur unbedingt wieder rein,aber wird der Titel wieder zurückkommen???Da herrscht regelrechte Kaufpanik,am Freitag wurde der ganze Free Float von 1 Mio. Aktien umgesetzt,ungalublich!!Das Ding ist hoch bewertet.Eingige vergleichen es mit Rambus in den Anfangsjahren,mit dem grossen Unterschied,dass RMBS im Mai 1997 durch den IPO 150 Mio.$ Cash in der Kasse hatte,NVEC aber nur ca. 7 Mio Shareholders Value.Wir bewegen uns also auf dünnem Eis und die Substanz ist massiv kleiner ale bei RMBS..

[MultiCash]

Warum nur Indiancigar?
This is big time !

[MultiCash]

ich hab gerade ne kleine Position zu 43.50 verkauft,
ich konnte nicht anders,naja

[MultiCash]

Das ist ein Chart,
dann klappts auch mit der Nachbarin

[Indiancigar]

bin gestern bei der kleiner Korrektur wieder rein,das Dinf wird bald den Nachbrenner einschalten..das Interesse ist so gross,allein auf dem Yahoo-Board waren über das Wochenende bis heute 800 Einträge!!Das Ding ist verdammt heiss,und bei nur 1 Mio verfügbaren Aktien ist der Markt sehr schnell ausgetrocknet!!

NVE`s commercial products include a data coupler for telephone networks that is slightly bigger than a grain of sand but replaces five traditional network transformers several inches thick and wide each. The company has been working with the Defense Advanced Research Projects Agency to produce lab-on-a-chip biosensors for military use and is working with a major Minnesota medical company on implantable medical devices. NVE partners with companies such as Cypress Semiconductor Corp. and Agilent Technologies Inc. on commercialization of miniature memory and networking products.

Jeff Kaszubski, president and chief executive of NVE manufacturing partner Silicon Magnetic Systems, calls MRAM “the Holy Grail” of memory. “MRAM is going to find applications everywhere,” Kaszubski said. “It combines the performance of static RAM along with nonvolatility. Once it hits mainstream production, it will attack every established memory market.”

That could happen in as little as two years, according to Chad Bennett, senior equity analyst at Miller Johnson Steichen Kinnard Inc., who has been following NVE for a number of years. “Spintronics is definitely real,” Bennett said. “It is still a little bit ‘Star Trekkish’ but it is definitely coming.”

Jason Sam, senior research analyst with investment bankers The Seidler Companies Inc., agrees that MRAM makes too much economic sense not to be a hit.

“On a cell phone today, you have flash, DRAM (dynamic random access memory) and SRAM (static random access memory),” Sam said. “With MRAM you can achieve very high speeds and very durable memory and have a very cost-effective structure. You don’t even have to match DRAM prices, but the goal is to really be cheaper than the three memories you use today, all in one component.”

Bennett said the MRAM market could top $50 billion within the decade. “NVE has one of the best patent portfolios in this space,” he added.

“This is a revolutionary technology,” Baker said, looking up on his wall to quote a line from a recent Scientific American article on spintronics: “It is an unprecedented opportunity to define a radically new class of device.”

[Indiancigar]

Shit Happens,der heutige Nachkauf bei 38 Dollar ging voll in die Hose..wahnsinnskorrektur heute,minus 16% bei riesigen Volumen,keine Ahnung was der Grund sein sollte..NVEC werde ich bei 30 auf jeden Fall weiter kaufen.

[MultiCash]

Das Ding ist heißer als Frittenfett,
so eine hohe Volatilität gibts sonst nur bei Turbos.
Gestern habe ich glücklicherweise bei 43.50 was rausgehauen.
Werde jetzt wieder neu einsteigen!

[meisterfu]

hey da haben wir was gemeinsam , habe auch schon bei 31,5 verkauft, hätte nicht gedacht das es bis auf 45 hochgeht.

Aber mal spaß bei seite, die aktie ist bei 30 total überbewertet, das ist sie vielleicht wert wenn sie mal definitiv 1 -2 Doller verdient hat.

Momentan KGV von 2000 erinnert mich an EMTV

ICh bin raus, und verkaufe eher short positionen.

Also finger weg bei kursen über 30 dollar

5 ist fair

[BrauchGeld]

Hi

Hab auch gestern verkauft zu 35 $ .Hoffe das ich die nochmal auf 20$ runter geht,dann bin ich dabei.

Und danke nochmal für dein Tip ,klingt wirklich sehr Interessant MultiCash.

Mfg
B.M.

[Indiancigar]

hey,mit EMTV würde ich NVEC nicht vergleichen,keine Schulden,solider Gewinn von 350000 Dollar per Quartal und 70 Patente (dazu Lizenzabkommen mit Motorola,US-Militär,Cypress etc),die Experten zufolge einen grossen Teil dieser Technologie abdecken.MRAM wird kommen,die Jungs sind schliesslich seit 1989 am forschen.Cypress willin kurzer Zeit einen Prototyp rausbringen.Ich für meinen Teil bin nochmals unter 30 rein,was solls..Bei über 43 wollte die ganze Welt rein und das Interesse war enorm,also wieso sollte jetzt bei 30 keiner mehr einsteigen??Ist doch sicher der bessere Deal als am letzten Freitag..

Investors believe little NVE Corp. is at the commercial doorstep of The Next Big Thing.

They`ve bid up the stock by 350 percent this summer, making NVE the hottest publicly traded stock in Minnesota over the last month. That`s even after the shares fell by more than a fifth to a $32.15 close on Wednesday on a volume of more than 3.2 million shares as short sellers moved on what they believe is an overpriced stock.

The shares had risen 4.7 percent Tuesday to a record $40.20 per share close on 20 times normal volume of nearly 2 million shares.

The company, which lost money last year, made 7 cents per share on revenue of $2.82 million in the first fiscal quarter ended June 30.

The original investors, including Norwest Venture Partners, Motorola and Cypress Semiconductor, put up most of $12 million in the mid-1990s for a company that now boasts a market value of $135 million.

NVE is a leader in the development of magnetic random access memory, or MRAM, which promises to be faster than current computing technology, use less energy and retain what`s on your PC screen or your cell phone even if the power cuts out.

That makes MRAM potentially worth billions to the semiconductor manufacturing industry, and tens of millions for NVE, which has a lock on a lot of the early-stage technology and applications.


"These guys have a significant amount of intellectual property surrounding the MRAM space and they have licensed partnerships with all the leaders: Motorola, Honeywell International and Cypress Semiconductor," said Chad Bennett, a technology analyst at Miller Johnson Steichen Kinnard. "Investors are looking for a play on MRAM through NVE. There`s a huge difference between the concept and economically manufacturing the chip. But from a patent portfolio standpoint, NVE is the leader and MRAM technology is moving toward commercialization over the next year-plus."

NVE stock has surged amid several recent developments, including:

• A statement by a Cypress Semiconductor executive in August that the company will begin prototype manufacturing later this year and full-scale production in 2004. Production will be guided by an NVE-patented design.

• Last month, Tobin Smith, editor of ChangeWave Investing, told his readers that NVE is the leader in MRAM through its nanotechnology-based technique that uses an electron`s spin rather than its charge to store data. MRAM has the potential to combine the speed of turbocharged semiconductor memory with the nonvolatility of magnetic disk drives to eventually replace current memory technology.

"It`s 100 times faster, 100 times denser and it`s not volatile," Smith said. "That means it`s always on and you don`t have to boot up anything."

Boosters contend that nanotechnology, the use of building materials much smaller than today`s micro-materials, will enable high-technology manufacturers within a few years to manipulate atoms in a way that will make possible the production of semiconductors and other materials that are many times faster and stronger at a fraction of today`s size.

• The federal government just made the latest of several grants that now total several million dollars to NVE to further its development of "spintronics."

NVE was founded as a private research company, Nonvolatile Electronics, in 1989 by James Daughton in 1989. Daughton, 66, is a former senior researcher and executive at Honeywell and IBM.

Daughton served as chairman and chief executive until January 2001, and is still a NVE technical adviser and director. Last week the company announced that he had sold about half his 430,000-share stake in August in planned sales at prices that ranged from $18 to $22, for a total of about $4.5 million.

Daughton was succeeded as CEO in 2001 by Daniel Baker, an electrical engineer and MBA out of the University of Minnesota. Baker, 45, formerly worked in executive positions with the former Minntech Corp. and Percom Data Corp.

In an interview this week, Baker said MRAM is still several times more expensive to produce than conventional semiconductor memory, but it won`t require battery backup power, as is necessary now in many applications.

That makes the comparisons much better.

"We have two major manufacturing partnerships -- with Cypress, which will make the memory chips in their Bloomington facility, and we`ve licensed our intellectual property to Motorola," Baker said. "They`ve both produced prototypes. Neither has sampled commercial devices yet. Cypress has said they are very close to sampling the first MRAM devices."

NVE, which employs 82 people, went public through the back door by merging in late 2000 with a publicly traded shell company, Premis Corp.

The move was a low-cost way to gain visibility, create a market for existing shareholders, and position the company to raise capital in future offerings. NVE recently switched from the over-the-counter market to the larger Nasdaq market, further raising its profile.

Norwest Venture Partners of Minneapolis, an affiliate of Wells Fargo & Co., owns 36 percent of NVE; Cypress owns 24 percent and Motorola owns 8 percent. Daughton owned 12 percent prior to halving his stake.

Terry Glarner, a veteran venture capitalist, has served as a director since 1999, representing the interests of Norwest Venture, which he serves as a consultant.

[Indiancigar]

Wisst ihr,was ein grosser Fond oder Hedgefond bei NVEC jetzt machen sollte:den Free Float aufzukaufen und so den Markt immer mehr ausdünnen.Sagen wir mal 1 Mio Aktie wäre in festen Händen und nur noch die rest. 200`000 frei Handelbar,da würde die kleinste positive Meldung den Kurs auf über 50-70$ hochkatapultieren.Wo wenige Aktien verfügbar sind und trotzdem Käufer,da geht der Kurs 100% rauf.Mit ca. 30 Mio $ Einsatz hätte man bald eine Verdoppelung..

[BrauchGeld]

Cypress Sells a Portion of its Stake in NVE Corp.
- BusinessWire

SAN JOSE, Calif., Sep 5, 2003 (BUSINESS WIRE) -- Cypress Semiconductor today announced that it sold a portion of its investment in NVE Corp , a Minnesota-based developer of spintronics technology, a technique used to create and lock in memory values on integrated circuits with magnetic spin.

Cypress disclosed the sale of 686,849 NVE shares in a Form 4 filing with the Securities and Exchange Commission. Cypress netted $23.4 million on the transaction.

Cypress and NVE have collaborated to bring to market a nonvolatile magnetic random access memory (MRAM) based on spintronics technology. Cypress will continue to honor its partnership with NVE, including sharing MRAM intellectual property and supplying NVE with MRAM foundry wafers. Cypress also intends to maintain its NVE board seat.

"Cypress MRAM development is taking slightly longer than expected, and the profit from the NVE investment will be used for continuing MRAM development and other research and development," said T.J. Rodgers, Cypress president and CEO.

Cypress intends to sample a working MRAM within the next year, Rodgers said.

NVE is a leader in the practical commercialization of spintronics, which many experts believe represents the next generation of microelectronics. NVE sells spintronic products including sensors and couplers to revolutionize data acquisition and transfer, and licenses its MRAM intellectual property.

[r.m.t.]

Hot Stocks Investor
NVE verkaufen

Die Experten vom Börsenbrief "Hot Stocks Investor" empfehlen die Aktie von NVE (ISIN US6294452064/ WKN 766101) zum Verkauf.

Der NVE-Titel habe zuletzt einen kräftigen Rückschlag um 25% auf 30 USD erlitten. Ein zentraler Grund für die letzte Kursrallye der Aktien sei der sehr enge Markt von NVE gewesen, welche bei 4 Mio. Aktien insgesamt einen extrem engen Free Float haben dürften. Da es zuletzt zu Tagesumsätzen von fast 2 Mio. Stück gekommen sei, habe sich eine spekulative Überhitzung aufgebaut.

Nach Erachten der Experten könnten dabei die Altgesellschafter eine entscheidende Rolle spielen. Der Vorstand James Daughten habe bereits die Hälfte seines persönlichen Bestandes bis Mitte August abgegeben. Die Experten würden erwarten, dass die extremen Kursbewegungen in einem hoch liquiden Markt die Altgesellschafter zu weiteren Abgaben verleiten dürften. Das sollte den Druck auf den Kurs zunächst weiter verschärfen.

Die Experten vom "Hot Stocks Investor" raten die NVE-Aktie zu verkaufen

[MultiCash]

Hot Stocks Investor???

Wer ist das denn?

Wer sich nach solchen dubiosen "Experten" richtet, ist selbst schuld.
NVE zeigt Stärke bei 30 in schwachem Gesamtmarkt, was will man mehr?

[r.m.t.]

und wer ist multicash? ein kleiner furz der sich zum "experte" macht nur weil er sein taschengeld investiert hat :-))

[MultiCash]

#26

NVEC +10%
Andere Nanoempfehlung von mir
WEDX +12%

Apropos Taschengeld,
meine NVEC Position ist momentan knapp 55000 € wert,
wenn das für dich Taschengeld ist, haben dir deine Eltern wohl einen Ferrari zum Geburtstag geschenkt.

[r.m.t.]

spielt hier den dicken meier mit seinen hart ersparten €5500 grosskotz spielt börsianer
wo haste den die zusätzlich 0 hergenommen? wenn man eine ist muß man nicht lange suchen

[MultiCash]

Bleib mal bei der Sache, hier geht es um deine Empfehlung zu verkaufen.
Seitdem hat die Aktie über 20 Prozent zugelegt.
Alles andere ist dein Problem

[isonics]

Ich bin auch der Meinung wir sollten die Diskussion hier sachlich weiterführen, das Unternehmen scheint es wert zu sein. Ich kenne die Leute von Hot Stocks Investor nicht und kann daher nur ihre Aussage zu NVE kommentieren. Im Bezug auf das Unternehmen kann ich nicht nachvollziehen, warum sie Anlegern raten es zu verkaufen. Jeder der sich mit der Spintronic-Nanotechnologie von NVE beschäftigt wird schnell merken, dass die Technologie wirklich revolutionär ist. Das hört man gegenwärtig von immer mehr Seiten. Hier ein aktueller Bericht, kam gestern und zeigt das unglaubliche Potenzial von NVE:

Investor`s Business Daily
Magnetic Memory Chips Attract Interest
Friday September 12, 10:34 am ET
By Ken Spencer Brown


NVE Corp. (NasdaqSC:NVEC - News) is so small, its press releases list Chief Executive Daniel Baker as the contact person. And, yes, he answers the phone himself.
ADVERTISEMENT


If his 63-person firm seems tiny, the technology it works on is even smaller; some circuitry is just a few atoms wide.

But Baker sees big prospects for his firm. So do others. The company`s stock price rose from less than 6 in May to 45 on Sept. 2, and now trades near 33.

NVE is helping bring to market magnetic RAM, a new type of memory chip that combines the speed of RAM (random access memory) found in most PCs and the permanence of hard drive storage. Some say MRAMs could replace the $50 billion PC memory business, the $13 billion flash memory market and maybe even take a chunk out of the $30 billion hard-drive market.

"This could be as important as the development of computer memory itself," said Baker, a 45-year-old University of Minnesota Ph.D.

The company got the OK to trade on Nasdaq`s SmallCap market in January. It has only 4 million shares outstanding, but its trading volume has been more than triple its previous daily average since late August, boosted by big sales by major shareholders James Daughton and Cypress Semiconductor Corp. Daughton, the company founder and chief technical officer, sold half his shares to cut his stake to 5.4%.

Spintronics Gets A Grip

Located near the Twin Cities, in Minnesota`s Silicon Prairie, the Honeywell International Inc. spinoff also has two non-MRAM product lines: couplers that speed data transfers in many types of industrial products and sensors used for things such as helping machinery position itself precisely.

Customers include Agilent Technologies Inc., Digi-Key Corp. and St. Jude Medical Inc.

Both those products fall under a nascent technology called spintronics, which use the spin of electrons to hold and transmit data. It`s the foundation for a range of tiny, zippy and superefficient gadgets.

Magnetic RAM also falls under spintronics. It can store info without needing constant power - much like a hard drive or flash memory, only much faster. It`s as speedy as a PC`s RAM and doesn`t wear out over time like flash.

Those features make it perfect for, say, computers that users don`t need to boot up every time they`re turned on, or mobile phones that use far less power than most handsets.

Prototypes of the first MRAM products could be out as early as this year. NVE sees a multibillion-dollar window for it and other firms that own MRAM patents.

NVE is working closely with investors Cypress and Motorola Inc. to develop the technology. As of an Aug. 7 government filing, Motorola had an 8.4% stake in NVE, while Cypress owned 23.8%. Last week, Cypress sold 686,849 of its 3.4 million shares.

Both partners are a part of Baker`s plans to license the technology to bigger companies that have the money to make MRAM products.

Honeywell and Union Semiconductor Technology Corp. also license NVE`s MRAM technology.

NVE holds some of the most promising patents in this emerging field, says Chad Bennett, an analyst at Miller Johnson Steichen Kinnard Inc.

Still, the company faces obstacles. Launching a new technology to replace a tried-and-true standard is hard. It`s not clear whether MRAM offers enough advantages over existing memory to make it worth the extra cost.

Few memory makers will have much incentive at first to switch to MRAM from older technologies. Many, in fact, have a lot to lose if MRAM takes off.

"Inertia and cost are the big barriers," said Chuck Morehouse, director of the information access efforts at Hewlett-Packard Laboratories. "As Bill Hewlett said many years ago, `Don`t try to take a fortified hill, son.` Well, most of the computer component hill is fortified, and the people on it don`t want to be dislodged."

HP embodies another big challenge for NVE: deep-pocketed tech firms that want a piece of the market, and that have more resources to tackle a fortified hill. Other MRAM developers include such big firms as IBM Corp., Infineon Technologies AG, Samsung Electronics Co., Fujitsu Ltd. and Sony Corp.

Intel Corp. and Advanced Micro Devices Inc. are working on a related but competing technology.

Philip Wong is a senior manager of nanoscale materials, processes and devices for IBM`s research division. He says if MRAM does replace standard memories, it won`t be for quite a while.

The older technologies still have room to grow, he says, and MRAM engineering hurdles remain. Companies must make the technology more reliable and meet some performance measures.

"We have an adage in engineering: The last bit is always the most difficult," Wong said. "Everyone`s racing to the finish line, tidying up their engineering work."

Once that`s done, though, converting plants should be no harder or costly than normal plant upgrades, Wong says.

Full, Not Semi, Conductor

Wong expects MRAM to be one of the bigger topics at this year`s International Electronic Devices conference in December, which he`s helping organize.

Mass production of MRAMs is at least three years away, says Richard Gordon, an analyst with market tracker Gartner Inc.

The first products sporting MRAM will likely be flash-memory alternatives for, say, digital cameras and music players. The PC memory market, which Gordon calls "the pot of gold at the end of the rainbow," will take longer to penetrate.

Product makers, not patent holders like NVE, will reap most of the rewards of MRAMs, Gordon says.

"I don`t think there`ll be a surprise here of some start-up company waiting in the wings," he said.

MRAM also faces competing technologies. Ferroelectronic RAM (FRAM), which also can keep data with no need for constant power, may hit the market sooner than the MRAM, says Jim McKibben, president of worldwide sales and marketing for Tegal Corp., a chipmaking gear vendor.

While McKibben doesn`t dispute MRAM`s potential, he says mass-producing it won`t be easy. The process uses elements such as cobalt, nickel and iron.

These are unusual materials for a chip plant because they are fully conducting materials. That`s far different from silicon, the semiconducting element used to make most chips.

"Introducing magnetic materials into a semiconductor fab is the kind of thing that gives fab managers gray hair," he said.

And the product is tinier than anything most chipmakers have ever dealt with.

NVE`s Baker knows the challenges. He recounts a mishap at one plant in which a worker couldn`t get his hammer unstuck from a powerful magnet used in one machine.

As NVE waits for MRAM to take off, it`s forging ahead on its other product lines. It earned a modest profit in its most recent quarter, and sales have risen eight straight quarters. In July, it raised its full-year guidance 178% to 10 cents to 15 cents per-share profit.

But clearly, it`s betting on MRAM.

"This is a fabulous technology, a quantum leap," Baker said. "It`s one of those things that comes along once in a lifetime."



Sollte das Unternehmen seinen Weg fortsetzen, haben wir hier bald einen milliardenschweren Konzern und die erste riesen Nano-Erfolgsstory bei den Computerchips.

Isonics

[franke66]

hey iso,
beobachte deine recherchen und tips schon längere zeit und ziehe echt den hut vor!! klasse arbeit, auch weil du so transparente arbeit ablieferst.

ich bin nach einigen recherchen in TGAL bei ca. 0,56$ eingestiegen. entwickelten sich bisher prächtig. weiter so....

muss immer schmunzeln über das yahoo-us-board, die immer von KZ 316$ sprechen. aber mal im ernst, was traust du der firma und der technik von tegal noch zu??


bitte teile mir auch mit, wo du noch investiert bist (ausser bei advectus, das weiss ich schon)!

bedanke mich schon herzlich bei dir im voraus und wünsche ein schönes wochenende

franke

[franke66]

hey iso,
boardmail für dich.

viele grüss
franke

[Ausputzer]

franke66

Tegal ist ein Spin-off von Motorola.
Da laufen interessante Projekte mit Japanern
Mein KZ 8 Dollar Ende 2005

[isonics]

@franke
Habe noch keine Boardmail erhalten!

Grüße

Isonics

[MultiCash]

NVEC +11%
WEDX +16%
Sieht gut aus, bei WEDX könnte in Bezug auf iFire bald was Positives aus Asien verlauten.

[Indiancigar]

IN DEPTH: LAW: CORPORATE GOVERNANCE
Top board member Glarner taps broad background
Adam Stone
Contributing writer
If Terrence Glarner ever slows down long enough for you to get a peek, you`ll see what many describe as the ideal board member. He has years of business experience, a level head, a diplomatic manner and an unswerving dedication to the best interests of stockholders.

Sometimes, though, that dedication can rub against the grain.

Take for instance the recent decision by Eden Prairie-based Cima Labs Inc. to merge with aaiPharma Inc. of North Carolina. Glarner, 60, was the only member of Cima`s six-person board of directors to not vote for the merger.

Glarner sat out the vote on the $360 million stock deal, which some institutional investors said placed a value on Cima that was several dollars less per share than the company is worth.

Those who know Glarner say this kind of stance is typical of the way the man operates. "He is a very upfront, hands-on type of guy, and more than that he is very straightforward," said Michael Berg, a semi-retired executive who has been active in the printing, graphics and hotel industries. Berg has served on a number of boards with Glarner over the past two decades, including the board of technology firm Intran before it was sold to Xerox Corp.

"Terry Glarner is the kind of guy who will level things off under any circumstances [with] the ability to separate truth from fiction," said Berg. "At the same time he has the tact and talent to make allies, to have the support he needs to help him out in those situations."

Broad experience
Glarner has been making use of those talents on behalf of a number of local boards for the past several decades. He has served on the board of Eden Prairie-based technology company NVE Corp. since 1999 and has chaired that board since January 2001. He`s on the board of Aetrium in North St. Paul and Cima.

Much of Glarner`s board activity grows out of his venture capital work. He was president of North Star Ventures Inc. from 1988 to 1993. He then went on to launch West Concord Ventures Inc. He also consults with Norwest Venture Partners, an affiliate of Norwest Growth Fund Inc.

Glarner downplays his résumé: "For an English major with a law degree ... I have been fortunate to have some success in investing in early-stage technology companies, not because I am so technically literate, but because I have had some facility to invest in good people," he said.

Still, his broad experience has made him a valued player, said Doug Hemer, chief administrative officer at Aetrium. Glarner has served for about a decade on the board of this firm, which makes equipment for the semiconductor industry. Norwest Venture Partners was an early investor in the firm, and Glarner stayed on its board after a 1993 initial public offering.

"One of the values he brings is the perspective he has gained from sitting on a number of boards. That has given him a broad range of experiences, which he is able to apply to the issues that our company is facing," said Hemer.

"We have a pretty significant history of acquisitions, and there have been situations where our consideration of an acquisition candidate has raised a host of goods and bads," Hemer continued. "On one particular occasion, Terry was instrumental in really providing a balanced insight into our efforts ... and in so doing we decided not to pursue that acquisition, and I think it was in the best interests of the company that we did make that decision."

Shareholder priority
Glarner is known for always considering the best interests of the company that he serves. Those who know him say he shows a steadfast devotion to serving shareholder interests.

"He`s certainly the kind of board member who is always going to be looking for what is going to create the highest value for the company," said Dan Carr, president of The Collaborative, a Minneapolis-based membership organization serving growth companies and venture investors.

At NVE, President and CEO Daniel Baker echoes this theme.

"What has set him apart recently is that he is principled: In an era of corporate scandals, he puts shareholder interests first," said Baker. "We get decisions frequently relating to the terms of agreements or compensation issues -- things that can be a tradeoff between shareholder interests and other interests. When that is the case, he will always look at things from the point of view of, `Is this in the shareholders` interests?`, rather than, for example, `Is this convenient?` "

Adam Stone is a free-lance writer based in Annapolis, Md.

[MultiCash]

Die 60er werden in Angriff genommen

[MultiCash]

NVEC stabil über der 50,
noch jemand on board Freunde der Nanotechnologie?

[Indiancigar]

NVEC ist sehr interessant,ich halte die Aktie langfristig,früher oder später wird MRAM kommen...

NVE Wins Additional Government Biosensor Funding
Monday January 26, 8:03 am ET


EDEN PRAIRIE, Minn.--(BUSINESS WIRE)--Jan. 26, 2004--NVE Corporation (Nasdaq SC:NVEC) announced today that it has been awarded approximately $450,000 by the Defense Advanced Research Projects Agency (DARPA) Defense Sciences Office (DSO) for the next phase of development of advanced Bio-Magnetic Interfacing Concepts (BioMagnetICs). The additional funding brings total funding under the contract, which was announced in August 2002, to approximately $1.24 million.
The goal of the DARPA BioMagnetICs program is to demonstrate nanoscale magnetics at the cellular and ultimately molecular level. Under the contract, NVE will develop devices incorporating its proprietary spintronic materials, which are as thin as a few atoms. NVE has fabricated working BioMagnetIC sensors which have been independently tested, completing an important phase of work under the contract. The new phase, which is expected to take approximately one year, will tailor devices for laboratory-on-a-chip applications.

The commercial potential of spintronics has been estimated to be $100 billion per year. BioMagnetIC applications include ultra-miniature biological warfare agent detectors, real-time DNA testers, and laboratory-on-a-chip diagnostic systems.

"Our long-term goal is to put very low-cost, manufacturable devices in the hands of soldiers and consumers that are as easy to use as a digital thermometer. This technology could allow cabinet-sized instruments to be replaced by hand-held devices for a small fraction of the cost, and produce accurate results in minutes rather than hours," commented NVE Vice President of Development John K. Myers.

U.S. Rep. Jim Ramstad (R-MN) congratulated NVE on the award: "Minnesota is a world leader in biotechnology and is making a significant contribution in nanotechnology. This contract with a Minnesota company will allow NVE to make further advances in nanotechnology and help keep our country safe."

NVE is a leader in the practical commercialization of spintronics, a nanotechnology which many experts believe represents the next generation of microelectronics. NVE licenses its MRAM intellectual property and sells spintronic products including sensors and couplers to revolutionize data sensing and transmission.

More information on NVE can be found at www.nve.com; more information on the DARPA BioMagnetICs program can be found at www.darpa.mil/dso/thrust/biosci/biomagn.htm.

[Indiancigar]

Markus Frick schiesst sich auf Nanotechnologie ein...und NVEC ist eine der besten Firmen in diesem Bereich!!!


Das Zauberwort: Nanotechnologie

Nanotechnologie beschäftigt sich - vereinfacht ausgedrückt - mit Prozessen, Werkstoffen und Materialien, die so unglaublich winzig sind, dass man sie nur unter einem starken Mikroskop sehen kann. Die Nanotechnologie wird vielen Experten zufolge die Boombranche der nächsten Jahre und vielleicht sogar Jahrzehnte werden. Aus winzigen Unternehmen werden sich nach Ansicht vieler Analysten milliardenschwere Konzerne entwickeln - wie sich in so einem Fall der Aktienkurs entwickelt, ist wohl jedem klar, der in der Vergangenheit einmal die Charts von Aktien wie Microsoft oder Ebay studiert hat.

Die Nanotechnologie bietet Anlegern jetzt die Chance, die das Internet im Jahr 1998 bot. Erinnern Sie sich noch an Yahoo? Die Aktie hatte sich in einem Jahr vervierfacht. Von allen Seiten war zu hören, die Aktie sei jetzt zu teuer und die ersten sprachen schon von einer Blase, die bald platzen würde. Eigentlich hatten sie auch Recht. Allerdings ist diese Blase erst gut zwei Jahre später geplatzt und in dieser Zeit hat sich die Yahoo-Aktie noch einmal verdreißigfacht! Das bedeutet: Wenn Sie in Yahoo nur 1.000 Euro investiert hätten - und das bereits nachdem sie sich vervierfacht hatte!!! -, dann wäre Ihre Position in der Spitze 30.000 Euro wert gewesen. Solche Beispiele gibt es viele, doch leider kann man die Zeit nicht zurückdrehen, und mit den Internetaktien ein Vermögen machen. Das muss man aber auch nicht, denn mit den Nanotech-Aktien haben wir einen ähnlichen Prozess meiner Meinung nach noch vor uns!

Was mich als Anleger wirklich an der Nanotechnologie überzeugt, ist, dass sie eine große Schwäche der letzten Boombranchen nicht hat: Sie ist eigentlich gar keine isolierte Branche! Experten bezeichnen sie als "Querschnittstechnologie". Das heißt: Nanotechnologie kann und wird überall zum Einsatz kommen - von Autolacken bis zu Medizin und von Weltraumtechnologie bis hin zu den Kacheln in Ihrem Badezimmer. Nanotechnologie ist mehr als nur eine Branche: Sie ist eigentlich eine technologische Revolution.

Das Problem, das Privatanleger haben, wenn sie an diesem Boom teilhaben möchten, ist ein sehr altes: Wie erkenne ich die Unternehmen, die wirklich gut sind und zu den Gewinnern gehören werden und wie vermeide ich die Gesellschaften, die sich ein flottes "Nano" im Namen zugelegt haben, ansonsten nur sehr wenig oder gar nichts mit Nanotechnologie zu tun haben und in wenigen Jahren vom Kurszettel verschwunden sein werden? Wenn man an diesem Boom richtig teilhaben will, dann ist es viel zu gefährlich, nur auf eine einzige Aktie zu setzen. Sie müssen also streuen. Das heißt: Statt einem Unternehmen müssen Sie viele analysieren, wenn Sie sicher sein wollen, Ihr Geld richtig anzulegen.

Ich denke, als Privatanleger kann man das gar nicht wirklich schaffen. Wer langfristig sein Geld mit Nanotechnologie verdienen will - und das sollte momentan eigentlich jeder sein, der an der Börse aktiv ist - der kommt um einen spezialisierten Fonds nicht herum.

Einer der wenigen Fonds, die sich in Deutschland ausschließlich mit diesem Thema auseinandersetzen, ist der H & A Lux DAC NANOTECH-FONDS (WKN 813 843). Der Grund warum mich dieser Fonds überzeugt: Marco Beckmann, der Berater des Fonds, ist in der Nano-Szene in Deutschland schon seit Jahren aktiv. Er bringt fundiertes Hintergrundwissen mit ein und ist meiner Meinung nach bestens dazu geeignet, die Gewinner der Zukunft zu finden und für den Fonds zu kaufen. Mit einem aktuellen Gewinn von rund 27 Prozent seit Jahresanfang, ist dieser Fonds zudem der beste Fonds des Jahres 2004.

Deswegen habe ich mit Herrn Beckmann und der Fondsgesellschaft Kontakt aufgenommen und für Sie als meine Leser ein besonderes Angebot ausgehandelt. Sie erhalten bis zum 29.02.2004 einen exklusiven Rabatt von 50 Prozent auf den Ausgabeaufschlag, wenn Sie Anteile des H & A Lux DAC NANOTECH-FONDS direkt bei der Fondsgesellschaft ordern. Weitere Informationen erhalten Sie unter der Nummer 0800/8723324. Dort können Sie auch Anteile zeichnen und meinen Spezialrabatt in Anspruch nehmen.

Wenn Sie zu den Gewinnern der nächsten technologischen Revolution gehören möchten, und das auch noch, ohne sich selbst mit der Materie beschäftigen zu müssen, dann rate ich Ihnen, einen Teil Ihres Anlagekapitals in diesen Fonds zu investieren. Ich habe auf meinen Seminaren und Vorträgen immer wieder erlebt, wie Menschen verpassten Chancen hinterher trauerten. Die Nanotechnologie ist eine Chance, und zwar eine ganz große! Ich wünsche Ihnen, dass Sie diese Chance für sich nutzen können!