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Technology Stocks : Energy Conversion Devices
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To: Allen Bucholski who wrote (7150)2/20/2003 11:13:44 PM
From: jacq  Read Replies (1) of 8393
 
Overall impressions of the meeting. Don't look for too much profit in the next 2 years.

STM REALLY likes OUM technology. Tyler Lowery was about as happy as Tyler Lowery can get in my opine.
If STM is as right as they feel they are about Stan's technology in about 2 years time everyone's patience is going to be rewarded in a very big way. Tyler says that STM is making arrays, these are in the much bigger size. They are getting very good results. There are a lot of random errors that have to been found and eliminated. For STM's purposes or Intel's they are not presently even close to the tolerances needed to go into production; but the cell works, the chip works, now its a big clean up job; but not far down the road the market is HUGE. Because STM likes the OUM technology so much it is putting more pressure on Intel to allocate more resources to OUM. As people on this board commented years ago about Tyler, he is one hell of a good person to have on the team. It is fantastic upon looking back how far we have come in such a short time.

It was mentioned that BAE would probably be the first to produce revenue for our company. The memory is radiation hard. It is the only product that is rad hard. The chip works for them, and they do not need the 256 meg. size to be efficient enough to compete with other technologies. This is one product that will probably be commercial in under two years. Baotou Steel is another with product that will begin to feed into a revenue stream soon. Solar they expect to triple production in 2003 and be profitable in 2004.
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