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Technology Stocks : Energy Conversion Devices
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To: Allen Bucholski who wrote (7620)4/10/2004 11:28:49 AM
From: Michael Latas   of 8393
 
Allen, the fact that Stefan Lai stated that that their current technology will remain in the mainstream for the next five to ten years should not lead us to believe that therefore it will be that long before OUM makes it into the marketplace. Lai also stated that OUM technology has been publicly demonstrated and it does what it is supposed to and
that it now comes down to a cost issue, which he went on to state was a "short term problem". I personally do not consider a short term problem as one that should take five years. It remains to be seen.

The competition is really doing a great deal more than nipping at Intel's heels. Intel used to be the leader in the flash field and the last I read on that subject is that they had slipped to twenty-five percent market share. They have plenty of motivation to re-capture their losses with
OUM. And Flash is a very high profit item vs. Dram which is a very low profit item. This high profit motive is a very major issue.

Take a look at NiCad batteries and how they dominated the rechargeable battery field for forty years. They still do
a great deal of business in spite of the fact of NiMH's
superior performance. Just like the Japanese hybrid automobile success is forcing the American auto mfgr's to
do likewise it will be the continuous competition from
the other chip mfgr's that continue to erode Intel's market share that will play a major role in pushing Intel along. How about STM and Samsung, for instance? We have that going for us, otherwise we would be moving along at the speed of the hydrogen economy. It certainly has nothing to do with our fear of running out of coal.

Regards
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