Fog Creek Software
Discussion Board




Nanosys - Forget Google

How about investing here, Nanosys?

(cnnfn article)
http://tinyurl.com/5feb3


Is this the next .com  ?

Yo
Friday, July 30, 2004

Alan Greenspan gives me an irrational exuberance in my pants!

Warren
Friday, July 30, 2004

TiinyURL has it's place where URL's wrap, but long URL's work here.

www.MarkTAW.com
Friday, July 30, 2004

In all seriousness, I don't know if the economy is ready for nanotech.

It'd be a shame if investors thought nanotech was useless just because a few dumb companies flopped. If they weren't so god damned greedy they could be a lot better off.

Warren
Friday, July 30, 2004

I have not seen anyone have anything remotely resembling a product using nanotech. You guys can buy stock in the pioneer, i'm going to wait for the second company in that takes the ideas from the first wave, exectutes them into products and does an effective job at marketing.

CF Apple, Microsoft, IBM, Genetech, Google the list goes on and on.

MilesArcher
Friday, July 30, 2004

And it's not even long.

http://money.cnn.com/2004/07/29/technology/techinvestor/lamonica/index.htm

Brad Wilson (dotnetguy.techieswithcats.com)
Friday, July 30, 2004

re: tinyurl - whatever....

nanotech examples:  well i've seen carbon tube video displays, so there is at least one product.

A small biotech company had a similar IPO many years back, now its a multi-billion dollar company.

Yo
Friday, July 30, 2004

"small biotech company" = Genetech

Yo
Friday, July 30, 2004

Of course you know what is going to happen don't you?

The same thing when Clinton got elected.
1992
A new, revolutionary, technology is introduced.  Many small companies caught the wave.  IPO's left and right.  Gov't looking the other way while companies and VCs cooked the books.  A booming economy (based on corporate lies).  Then finally the light is seen and crash, bam, boom; the whole thing goes to crap.  But look at all that happened (low unemployment, low or no deficit, blah blah blah) all because of wild Bill and Shrillery, not to mention Monica.

Now its 2004
Without this type of _non governmental_ innovation.  The 2 Johns will not get anything done on thier socialist wish-list.  They need something like nanotech takes the spot light off of them, then they can sit back and take the credit.

Yo
Friday, July 30, 2004

Nanotech is going to be like "AI" in the 80s.  A lot of talk, and a lot of capital raised but in the end mostly a big bust (for now).

Mr.Fancypants
Friday, July 30, 2004

"Nanotech is going to be like "AI" in the 80s"

Of course you could say the same thing about AI in the 50s, 60s, 70s, and 90s.

But I expect nanotech will be more like biotech was in the 90s. Lots of people speculating, a few big companies getting the patents and bringing products to market, then it becomes a mature technology and the prognosticators find some other future to predict (or go back to predicting how AI is about to take off).

Tom H
Friday, July 30, 2004

There was something on this company in last week's Economist. Although the people who work there are supposed to be good nanotech researchers, the P/E is something like 350 and the IPO docs state [paraphrasing from memory] "we might make a profit sometime in the future, but on the other hand, probably we won't".

el
Monday, August 02, 2004

*  Recent Topics

*  Fog Creek Home