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Technology Stocks : Energy Conversion Devices

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To: Allen Bucholski who wrote (7593)	3/19/2004 12:05:36 AM
From: Allen Bucholski	Read Replies (2) of 8393

Anunal meeting (2) The last post didn't have all the questions but most of them I could make out from scribbled notes. The new stuff I heard from ECD sources was that the 7 license battery company's are mostly all the biggest if not all the biggest consumer (NI-M-H) battery company's in China. Many, many more produced NI-M-HY battery's. However if they get to big or start exporting them They are made to get license from ECD. I was told that new company's that now want to get a battery license. Must agree to new terms as old basic paten is expired.(I belive this means using are new alloys for electrodes falls under different paten. At meeting report of Alwitra give a 1 megawatt order for 2004. The company that gave us the 1.25 order with promise to order 5 megawatt in two years will order 300-500 Kilowatts a month in coming months. We got solar order from Thailand size of order not given. The China was for 300 kilowatts but it was to be showcased for other orders. Some of those Blimps or airships that need the Solar are 1 to 5 football fields long. Whats holding back OUM is cost. When Dram gets smaller (My guess 45nm) and has harder time being made affecting yield A OUM which takes to small sizes and scaling (if nothing else pops up may get its chance.) Right now Mnram and Frame don't seem to be Intels pick for new generation. At least with Intel. Embedded flash ram used in mobile phones could move that time table up for OUM. It may be the first product for Intel. Now the Prescott is 90nm it will be around 18 months. Next the 65nm another 18 months. The Information on time line of OUM is mine. I am only guessing as Intel and Tryler Lowery Have given no time lines my guess and I do not claim to know what Iam even talking about. Maybe Intel will have two 18 months of 90nm or 65 nm chips at different speeds. Take my time line with a few grains of salt. BAE has set its time frame on ECDs web site and OUM looks solid because its raditation proof.

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