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Technology Stocks : WDC/Sandisk Corporation

WDC 174.21

+6.9%

3:59 PM EST

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To: Sam who wrote (7982)	11/7/1999 9:08:00 PM
From: Frank Haims	Read Replies (3) of 60323

Sam As a sometime poster on the Energy Conversion Board (and stockholder)as well as a stock holder in San Disk. I would like to give you an overview of Energy Conversion Devices. I only bring this up because of a potential (but unlikely ) competitive interaction. Energy Conversion Devices symbol, ENER, has been around since the mid 1960's. They may be the longest running company with out profits in the world. As such they are overlooked and under followed. Only one analyst has followed them for the last several years. However, they have five technologies, some disruptive, that have vast potential Energy Generation 1. Thin-Film Photovoltaics (United Solar) Energy Storage 2. NiMH Batteries (Ovonic Battery/GM Ovonic) 3. Solid Hydride Storage of Hydrogen (Shell) Information Technology 4. Phase-Change Optical Memory (Panasonic, Sony and others) 5. Ovonic Unified Memory (Ovonyx/Lockheed Martin) Ovshinsky has the basic patents on the Nickel Metal Hydride battery used in computers toys etc. They have a joint venture with GM to make NIMH batteries for electric cars (the EV1) and for hybrid cars. The substrate of CD-RW discs as well as future DVD RAM discs are part of their patent portfolio. They formed a joint venture with Tyler Lowery to commercialize, perhaps, their most important patent Ovonic Unified Memory a non-volatile memory that has some important features. Tyler Lowery's background as VP at Micron Technologies gives him great credibility in the memory arena. To read about this memory which could replace flash or DRAM go the following URL ovonic.com Then search down the page and there is a pointer to a technical presentation on Ovonic Unified Memory in PDF format. I believe that Lockheed Martin is looking at the memory because of one of its properties, the memory is radiation hardened and will not be destroyed by Electro Magnetic Pulse. Others might look to the memory for more mundane applications. That being said I think San Disk is not threatened by this technology they have too big a lead. ENER is my technology lottery ticket. (Elizabeth I bet you thought that was JMAR). It has formed the longest blade on any hockey stick chart. We have yet to see the handle. Frank

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