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Technology Stocks : Energy Conversion Devices
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To: mred5x5 who wrote (7422)12/4/2003 7:37:02 PM
From: mred5x5  Read Replies (2) of 8393
 
I attended the FALL MRS meeting in Boston.

Some comments:

Very large symposium. I heard it said that this was the first time that 'Phase Change' materials had a dedicated session exclusively for electronic memory devices. The presentations came from many companies beyond those in joint ventures with Ovonyx indicating world-wide increased interest in phase change technology.

Also at the MRS symposium there was a full day of tutorials for phase change data storage. This session was very well attended with both Stan Ovshinsky and Steve Hudgens (from Ovonyx) making very good presentations.

Stan's Cognitive Computer presentation was time constrained, spending too much time on historical context. A slide listing essentially the multiple functionality as outlined in the abstract (the 'what') was not adequately followed by the 'how'. Only a brief look at a R vs I graph was presented. This graph, and I assume the technology, was similar to that given in one of ECD's patents on OUM. A follow-up, detailed, technical paper on the CC would be a prerequisite for a broader acceptance of the claims IMO.

Tyler Lowrey's talk was excellent. Much progress along the learning curve was evident. Hopefully the slides will be available at www.mrs.org. Competition still primarily from FLASH due to Intel's ability to get 2 bits/cell and resultant lower costs. The ability to scale OUM to ultra-small dimensions is still a big plus with better performance on both speed and programming current levels.

Will be interesting to hear Intel's presentation at next weeks IEDM meeting. More on this in my next message.

Ed
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