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Technology Stocks : Energy Conversion Devices
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To: Steve who wrote (5161)8/23/2000 1:55:56 PM
From: wily  Read Replies (1) of 8393
 
Steve,

I really don't think it's an "if" question anymore -- more of a "when" and "how fast". They are working on a 16Mbit sample chip now (1 of 4). No other nv memory (besides Flash and ROM) has scaled above 1 Mbit.

I do agree that it is still early and that my projections are thus just an "exercise". But the picture should shape up rapidly over the next several months (3-9, IMO).

I do appreciate a conservative approach, though, as there are lots of things that can and will go wrong while implementing a new technology, and people should be aware of this to avoid continuous disappointments.

wily
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