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Technology Stocks : Energy Conversion Devices

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To: Krowbar who wrote (7081)	1/17/2003 10:21:51 AM
From: Ray	Read Replies (2) of 8393

Very interesting, Del -- and it confirms what ECD has been saying about the STM work progressing very well. STM started on OUM development about a year later than Intel did -- and appear to be poised for OUM product introduction about a year or more before Intel's (presently-stated) introduction. As Tyler Lowery said some time back, STM is a "tiger" -- which I took to mean also that Intel is not. STM is following a philosophy and time-line that I initially thought Intel would follow -- an aggressive development for ASAP OUM product introduction. Later, I decided from their comments, that Intel was staging its efforts from a marketing stance -- that is, they were going to milk more profits from their present flash products before introducing OUM products. Now that STM is providing a challenge, I imagine Intel will shorten its time-line. From my memory, Intel frequently manages a new product introduction promptly after a competitor introduces a better product -- which means, IMO, that they had the subject product ready to go but held back introduction until necessary. This is probably "good marketing" from the profit standpoint, but it does not qualify them as a "tiger".

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