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Technology Stocks : Energy Conversion Devices
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To: Allen Bucholski who wrote (7605)3/26/2004 1:58:24 PM
From: Extra Pale  Read Replies (2) of 8393
 
I attended last week's shareholder meeting and found Lowery to be much more positive than prior meetings. Lowery clearly stated that he believes OUM is the leading competitor to Flash - only caveat being cost of manufacture. Not sure how transition to new product works - assume that manufacturers keep quiet until they are absolutely committed to switch while balancing customers time requirements to adapt new chip. With the BAE chip coming out, perhaps we are near other more significant announcements.
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