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Technology Stocks : Energy Conversion Devices
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To: Allen Bucholski who wrote (8046)11/16/2005 11:11:41 AM
From: Extra Pale  Read Replies (1) of 8393
 
My sense from Tyler's presentation was that OUM is now clearly the leader to replace flash, rather than competing with several other new technologies, as described in prior annual meetings.

As to Cobasys, hints seemed to be contracts for gm, dcx, and nissan. They also reported that this year they will receive contracts for stationary & telecom uses - which could be a huge market.
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