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Technology Stocks : Energy Conversion Devices
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To: fred whitridge who wrote (3509)4/6/1999 11:04:00 PM
From: Ray  Read Replies (1) of 8393
 
Fred, thanks for the references to IBM's TMJ and Spintronic devices. I do not have much confidence in the clarity and accuracy of news articles, but as nearly as I can tell from the NY Times and Red Herring sources, IBM may have a very difficult time bettering ECD's OUM. The articles indicated, if I read them right, that IBM was 5 to 10 years away from commercial devices, that the present response speeds were about 10 ns compared to OUM's 1 ns, and the IBM devices seemed to need several layers compared to our two (?). Also, the IBM memory cells are about the size of the capacitors in present memory devices, and I think ECD's cells are significantly smaller.

All I have said above must be taken as speculative until confirmed. Also, we need to remember that the best devices do not always win - IBM's money and marketing clout are formidable.

Ray
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