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Technology Stocks : Energy Conversion Devices
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To: wily who wrote (5168)9/1/2000 11:40:18 AM
From: wily  Read Replies (1) of 8393
 
Revised and updated OUM projections:

frontiernet.net

I think this is a pretty reasonable scenario (assuming, of course, that OUM is all that we think it is). You've got the holy grail of memory, so you should make a lot of money, right?

Initial penetration will be slow -- 1.2% of the total memory market in the first year and accelerate over the next two years as the new memory technology gains credibility and as the manufacturing and support infrastructure is put into place.

Ray says he thinks the 30% net of gross revenues is likely very low since Ovonyx will be paying most of the expenses (based on his understanding of how ECD's JV's work, which he tried to explain to me but it was late), so the portion of the revenues that come from our off-the-top licensing royalties from Ovonyx will be fairly free of expenses other than taxes. Also, the net royalty rate is a wild-card, but a good bet is somewhere between 2 and 8%.

wily
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