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Technology Stocks : Energy Conversion Devices

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To: alfranco who wrote (5976)	3/2/2001 10:20:27 AM
From: wily	Read Replies (1) of 8393

al, great synopsis on RW and thanks for all the digging! Two things that stand out from your report are 1) the way you describe the roll-to-roll process for DVD's it sounds like initialization may be incorporated, which would equalize cost between -R and -RW. Is this what is meant by the statement "a process technology that both formats and coats DVD disks as part of a continuous low cost manufacturing system", i.e., does "formatting" refer to the initialization step? Or, even if it refers to something else, perhaps initialization is still included in the process. 2) I had been keeping my expectations conservative regarding the potential cost advantage of the process being developed, thinking that current manufacturers would undoubtedly be advancing the speed of their own processes, so that our eventual advantage once we went into production was a moving target. But, it seems that this is not necessarily the case... One question: what is "embossing" in the context of the disk manufacturing process? wily

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