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Technology Stocks : Energy Conversion Devices

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To: jacq who wrote (3431)	3/28/1999 1:56:00 AM
From: Krowbar	of 8393

Sorry that I didn't post right after the meeting, but when I arrived at my sister's house in Wisconsin, her computer was down. We just got it working again. One of the things that greatly impressed me was the fact that our chips would be highly radiation tolerant. This coupled with the fact that they would be non-volatile would make them very attractive for the military and for space applications. They should also be less costly to manufacture than crystal chips and not require new equipment to manufacture. 85% of the process could use existing equipment. I also liked it when Tyler said that we would have an unfair competitive advantage. I believe that he also said that 30% margins were possible compared to 2 or 3% margins with crystal chip manufacture. Del

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