Agreed, Art, but with INTC in a position to embed OUM, things may move more quickly. A number of caveats, here:
Am quite long SNDK.
To my immense discredit, I have been long ENER continuously since 1984. In 1999, I came down to my lowest position in probably 10 years. Got tired of waiting (Kinks) and disgusted. What Art posted earlier about innovative materials and technology from ENER, yet never becoming profitable, is absolutely true--poor management, poor business model, not enough of a heavyweight to enforce its IPR against its considerable and powerful licensees, you name it, ENER has its fill of lousy elements.
I think CF is in the beginning of its full flush.
However, the audio posted earlier is worth a listen. If in fact INTC moves forward with oum and it becomes integrated into INTC chips--the audio states that it could become part of INTC's fab process--who knows?
Steve |
