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Technology Stocks : Energy Conversion Devices
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To: Steve who wrote (5159)8/22/2000 5:32:04 PM
From: wily  Read Replies (1) of 8393
 
OK, check it out now:

frontiernet.net

The first year is much more modest, but the rate of penetration thereafter is still rapid. I think that within the next 3 to 9 months we will hear enough from Ovonyx to know how realistic these numbers are.

Regarding market size forecasts, I don't think you can say that they are ALWAYS too low: semiconductors are in an upcycle now, but during the last downcycle the projections were comically high. I think you can safely say that they are very often WAY off.

wily
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