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Technology Stocks : WDC/Sandisk Corporation
WDC 173.61+6.5%12:23 PM EST
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To: quidditch who wrote (9354)2/28/2000 12:19:00 AM
From: Ausdauer  Read Replies (2) of 60323
 
Steve, I was tempted to buy ENER last year because of the IP as it relates to NiMH batteries.

I understand they have not been able to capitalize on their patents with meaningful licensing revenue streams. Something just didn't smell right.

Now I notice the stock has tripled in value since I last looked. The Ovonyx technology seems interesting and may replace flash in logic applications, especially if it can be incorporated within another chip function as outlined on the Internet audio broadcast. I think the jury is still out as to whether it will be a cost effective replacement for storage applications where arguments about the limitation of flash w/r/t write speed and cell endurance are not relevant based on the current state-of-the-art.

Ausdauer
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