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To: Eric L who wrote (126)8/9/1999 8:44:00 AM
From: Mark Oliver  Read Replies (2) of 332
 
Eric, recalling SI is an investment forum, what companies do you see as a possible investment based on this SIM technology? It always hard to get past the big names and private companies to find really good investments.

Have you any feeling about the viability of FRAM as a method of storing information on Smart Cards? It's suppose to be very fast and non volatile. It seems that I read somewhere about one of the Japanese companies nearing a really big density, but can't recall the details. I follow just a few too many companies. They would be a partner of Ramtron though.

I had hopes for Ramtron making some kind of progress in either FRAM or high speed DRAM, but it looks like their management is not able to cope.

Any thoughts on IBM's 1 inch micro-drive? Suppose to store 350 meg and be dropping to $99 eventually. Many feel it's too motion sensitive to be practical?

Regards,

Mark
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