Wily, If you are basing your investment on the fact that you are riding the "coatails" of industry stalwarts, you may be making a major mistake. There is no guarrantee that industry stalwarts at the helm will get this boat ashore. On the contrary, such stalwarts second "song" often are disaster. Look at Scully, Amdhal, Rolwagen just toname three.Scully, the star of the "Cola" wars getting pepsi on the ,map, almost burried Apple. Amdhal, after getting IBM to be the leader ion computers with the 360, tried again in Amdhal Computers and failed, and then went through $200 MM of OPM (not as much as Ovshinski, mind you) in Trilogy.
Rolwagen after creating from nothing a supercomputing industry (Cray Research), went to chair PMAT, and burried it with a bad acquisition (electrotech) and very bad timing (acquiring at the peak of the last semi cycle).
I'll repeat for the last time, if you look at the micrographs and X-ray diffraction of OUM material, one phase is definitely crystalline, the other definitely amorphous, ergo, this is a FIRST order phase transition, thus there is an enthalpy of transition (just like the heat of fusion between water and ice), it is of course much smaller than that of water (water happen to be the largest enthalpy of transition I know of.). That is problem 1. Problem two is that the "traditional" theory of embryionic nucleation (in homogeneous nucleation of a crystalline phase from an amorphous phase) theory breaks down as the dimensions of the material become closer to "two dimensional" (as will have to be the case to reach extremely high cell density).
I'll repeat, one thing that Si technology in general and SNDK in particular needs not to worry about is OUM.
Zeev |
