late reaction to lotus announcement?, page-22

re: we’re just moving forward Not sure about that one ahboy - could make for an interesting trade - I tried to google it but couldn't find it.

The main reason they interest me is the new product that they are calling DataTraceDNA. This is like RFIDs for bulk materials and things you couldn't stick an RFID on - not to mention things you could stick an RFID on. This could prove to be a hugely important technology in all sorts of markets.

DDT and SMN are the two best techies in the market atm. They have these characteristics that make them especially attractive:

- industry acceptance
- deals already in place
- no competitors and high barriers to entry
- protected IP
- countless potential applications, markets and customers
- not overly-hyped or in an overly-hyped sector
- all of these things apply worldwide

The thing that makes DDT number 1 is the energy their management and sales team are putting into getting them there in the short term - SMN have been a little disappointing in this regard but will come good over the longer term.