NN: Who do you like these days, who are you keeping an eye on, and why?

On the conservative side, I like a number of the Fortune 100 companies, including Intel, IBM, GE, IBM 3M and Dow. Granted, these aren't the sexiest companies and they are unlikely to yield sizeable returns, but they do understand how nanotechnology can improve many of their existing business lines and they are working on those improvements today. Furthermore, they have the resources to invest in those nanotechnology-enabled products that can lead to entirely new business in the future. Lastly, because they have the resources, I think they are going to smash a number of their smaller competitors.

—Jack Uldrich, President, The NanoVeritas Group.