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Technology Stocks : Energy Conversion Devices
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To: fred whitridge who wrote (4208)11/12/1999 11:58:00 PM
From: Ray  Read Replies (1) of 8393
 
I am surprised to learn that the Space Electronics & Communications Division is on the block when they say they are seeking to establish a Telecommunications Division. I suppose that the wafer lab could easily not be capable enough for the new division they have in mind -- 1 micron is indeed far from state-of-the-art for miniaturization.

However, the 1 micron process limitation may not be very important to Ovonyx right now. Since scaling is claimed not to be a problem, then (1) either there is not any real challenge (my hope and belief) and the effort will quickly be accomplished, or (2) the challenges are other than miniaturization and the lab could be well suited for the first development stage. In any case, I trust that Tyler knows what he is doing.

BTW, are we really partners with LM -- I thought we were just engaging in a joint effort.
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