ISDI's proprietary multilevel storage would seem to have multiple
applications. ISDI's Feb. 19th press release mentions some of these:
"cellular phones, PDAs, fax machines, printers, solid state film,
pagers and PCMCIA cards are expected to be ideal targets for this
technology."
Also, this is from the Wall Street Journal, Feb. 20: "ISD, based in
San Jose, says the new technology would let it move to the next
generation of capacity while still using existing plants and current
manufacturing techniques. The types of memory chips affected would
be flash, EPROM and EEPROM, which are widely used in cellular phones
and pagers, among other devices." Later in the same article, there is
this: "The ISD announcement is quite significant, if they can deliver
on their claims," said Dale Ford, an analyst at Dataquest. "...no one
has claimed the kind of progress announced by ISD."
So, what happened? Will Chipcorder products be in demand this holiday
season? (According to the annual report, almost half of '95 and '94
sales went into consumer applications.) If not, can ISD capitalize
on their technological innovations in other ways, not related to
voice record/playback? Any engineers out there who can address this?
(Sorry, my degree's in finance--I'll be happy to pick apart their
balance sheet & income statement.) Thanks in advance. |
