DataViews

NVEC (NVE Corp.)
Thursday July 26, 2007 : 03:23 PM

in a market as volatile as the current market
I'm looking for long term foundation

one of my prime choices is: NVEC (NVE Corp.)

although technology is normally in favor
during the initial phase of a new bull market,
rather then the current aged bull phase,
I consider NVEC to have solid future value

NVEC is a rapidly developing nanotechnology company
which develops and sells "spintronic devices"
which is new nanotechnology which is based upon
electron spin, rather then electron charge,
to acquire, store and transmit bits of information

although their current products: sensors, and data couplers
might be somewhat effected by overall market market conditions,
I don't believe that some of their medical products
would be as vulnerable as consumer electronic products

I consider a lot of the financial value of NVEC
to be stored within their spintronic patent portfolio,
which, as a newly evolving technology,
is not yet fully realized in current profit streams

http://finance.yahoo.com lists NVEC
Trailing P/E (ttm, intraday) as: 27.58

spintronics is expected to be quite valuable
in the next generation of computer memory chips

and such spintronic MRAM (Magnetoresistive Random Access Memory)
has not yet begun generating profit streams

ISRG - (Intuitive Surgical Inc)
Monday July 30, 2007 : 03:37 PM

ISRG - (Intuitive Surgical Inc) is in the business of
designing, manufacturing, and marketing of
their da Vinci surgical systems; which they claim
as being the most advanced platform for minimally invasive surgery
http://www.intuitivesurgical.com/products/davinci_surgicalsystem/index.aspx

my dad had his gall bladder removed a few years ago,
and they performed it with the new minimally invasive technology

only a small incision, rather then cutting the patient fully open,
doctor controlled micro camera and micro instruments are utilized

my understanding is that less cutting and mangling of the patent
results in quicker recovery, and less resulting complications

ISRG seems to be doing quite well at developing the technology
that many consider to be the future of surgery

DF - (Dean Foods Co)
Monday July 30, 2007 : 03:44 PM

DF - (Dean Foods Co) is focused in the dairy industry
so much so that recent news reports that
dairy farmers are accusing Dean Foods
of monopolizing raw milk production

Dean Foods stock price dropped significantly
at the beginning of April 2007
because the company reported disappointing earnings

http://finance.yahoo.com reports a
Trailing P/E (ttm, intraday) of: 17.20

anyone who buys milk most likely has realized that
the retail price of milk has increased since that last earnings report,
and I expect that to improve earnings

update August 7, 2007:
well, although the retail price of milk has indeed increased,
today's earnings report explains that the price paid to dairy farmers
increased more then Dean Foods was able to pass on to consumers,
the company has expressed concern about the inflationary pressure;

SNMX - (Senomyx Inc.)
Monday July 30, 2007 : 03:46 PM

SNMX - (Senomyx Inc.) is a biotech company
engaged in the business of discovery and development
of flavors and flavor enhancers
for the packaged food and beverage industries

its customers are heavyweights in those industries:
Coca-Cola, Kraft, Campbell Soup

on June 5, 2007 SNMX shares soared 20% on the news that
Nestle will begin utilyzing a SNMX flavor ingredient

SNMX shares have now settled back below
the level prior to the Nestle news

I consider this to be a good buy oportunity in a company
which seems to developing rather nice products
for the major companies interested in such products

and consumer staple prducts have a reputation for
being able to weather economic downturns

DBD - (Diebold)
Monday July 30, 2007 : 03:48 PM

DBD - (Diebold) is a security systems corporation which was
incorporated under the laws of the State of Ohio in August 1876

Diebold's business is the sale, manufacture, installation and service
of electronic and physical security products
(including vaults and currency processing systems),
self-service transaction systems (such as ATMs),
and software and integrated systems for global financial and commercial markets.

I personally consider Diebold to be well established
(over 100 years of building a rock solid reputation)

and well trusted in crucial areas such as financial transactions

safes and financial transaction processing products
would seem to be a quite mature product market

what interests me about Diebold currently
is that they are now also developing voting machines

after the "hanging chad" news headlines
of the U.S. Presidential Elections a few years ago,
I believe that a lot of money is now being budgeted
to convert voting systems to such new electronic machines

election results would seem to me to be
every bit as crucial, if not more so,
then financial transaction processing;
and Diebold would seem to have solid credentials
for doing business in such critical areas

the conversion to electronic voting machines
would seem to me to be a current hot growth area

and I'm chosing Diebold as my investment in that new market

NYNY (Empire Resorts Inc.)
Monday July 30, 2007 : 03:55 PM

I'm placing a rather large speculative "bet" on:

NYNY (Empire Resorts Inc.)

Empire Resorts currently owns and operate Monticello Raceway,
a harness horseracing facility located in Monticello, New York,
90 miles Northwest of New York City

their horse race track is currenty losing money

so, they are trying to expand their gaming operations

they are currently operating 1,500 video gaming machines ("VGMs")
at the grandstand of Monticello Raceway
in conjunction with the New York State Lottery

In my view the main speculative assest is
their agreement with the St. Regis Mohawk Tribe,
to develop and manage, subject to regulatory approval,
a Class III Indian casino on 29 acres of land
adjacent to Monticello Raceway.

Casino gaming, even Native American Indian Casinos,
is quite new in New York State

either side of New York is Atlantic City New Jersey, and the
Foxwoods Resort and Casino and the Mohegan Sun casino in Connecticut

and in January 2007 the Mohegan Sun opened at Pocono Downs, in Wilkes-Barre, Pennsylvania

although casinos are popping up all around New York City
casino gaming is quite new for New York State

some tend to believe that Native American Indian casinos
will be be the forefront in the new era of gaming in New York

the Native American Indians out here on Long Island
also want to open a casino on tribal land out in "the Hamptons"

the high volatility of Empire Resorts stock
substantiates that this is NO SURE THING!

a while ago, such Native American Casinos
seemed to be sort of a sure thing,

up until the major political scandal involving one of the
current white house administration's lobyist "friend": Jack Abramoff
http://en.wikipedia.org/wiki/Jack_Abramoff

Empire Resorts itself had major problems when, during 2002,
certain affiliates of Bryanston Group, Inc.,
which was the largest stockholder in Empire Resorts,
and six former officers and directors of Empire Resorts
were indicted for various counts of tax and bank fraud

Empire Resorts has advised the New York State Racing and Wagering Board
that approximately one-half of the ownership of Bryanston
has been forfeited to the United States
as a result of the convictions referred to above,
and is working with the various governmental agencies
which regulate and license such gaming related activities
to certify clean management for the casino license

well, by now you can most likely see why Empire Resorts stock,
which was initially offered at over $100 per share
is now selling for about $5 per share

the point is that, I believe,
that such Native American casino gaming
will become operational in New York State

and Empire Resorts Inc. does have an established agreement
with the St. Regis Mohawk Tribe

my view of the situation also includes consideration
of the political perspectives involved

I know that area of upstate New York near Monticello Raceway

I vacationed up there a few times

Monticello is only a few miles away from the site
of the original 1969 Woodstock

that area of New York is the "Catskills Region"

at one time the Catskills was a quite thriving vacation resort area,
however times have changed,
and most of the region has economically deteriorated

a lot of non-productive farmland

big corporations have taken over the farming industry,
and small independent farmers are no longer able to compete

I believe that's the reason Max Yasgur
"rented" his farm land for the 1969 woodstock

well, from what I consider to be a politician's point of view,
the New York State "administrator's" can either let
the already economically depressed Catskills region totally disintegrate,

or, they could approve casino gaming for the region

which just might revitalize the region

Harrah's Entertainment, Inc., one of the largest gaming companies, and
Trading Cove Associates, Inc., the developers of the Mohegan Sun casino,
as well as the Wisconsin Oneidas are each planning to develop Indian casinos
on properties which are near Monticello Raceway.

I'm chosing to invest in Monticello Raceway itself

the operation of all gaming on Indian lands is subject to
the unique laws, regulations and requirements arising under the
Indian Gaming Regulatory Act of 1988, ("IGRA")

and legislation has been proposed which would have the effect of prohibiting
the operation of particular classes of gaming on parcels of land,
(such as Monticello Raceway) that are not located on existing Indian reservations.

Under IGRA, the St. Regis Mohawk Tribe will be able to operate a casino
in the Catskills region of the State of New York only if the casino
is located on land held by the United States in trust for the tribe

and if, after consultation with the tribe and applicable state,
local and other nearby tribal officials, the Secretary of the Interior
(who acts through the Bureau of Indian Affairs (the "BIA"))
determines that a gaming establishment on the land proposed for transfer
would be in the best interest of the tribe and its members,
and would not be detrimental to the surrounding community,
and the governor of the applicable state concurs in such determination.

on December 21, 2006 the St. Regis Mohawk Tribe received a letter
from the Secretary of the Interior stating that the St. Regis Mohawk Tribe's
Final Environmental Assessment had been deemed sufficient,
related to the proposed federal action approving the request
of the St. Regis Mohawk Tribe to take 29.31 acres into trust
for the purpose of building a Class III gaming facility
to be located at Monticello Raceway

On February 19, 2007, New York Governor Eliot Spitzer issued his concurrence
with this determination by the Secretary of the Interior,
and signed the amendment to the Class III gaming compact
between the St. Regis Mohawk Tribe and the State of New York

I'm placing a bet that Empire Resorts stock is worth
more then the current $5 selling price

however, as with all gaming related "bets",
there is no sure thing!