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Technology Stocks : Energy Conversion Devices

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To: Ray who wrote (3518)	4/7/1999 3:48:00 PM
From: fred whitridge	Read Replies (1) of 8393

Ray: nice post and excellent article. Hope you aren't ripping those pages out for other purposes after you read them. Some quibbles: "24 to 26 masks w/ 5 metal layers" from OUM.pdf "Adds 2-4 steps to conventional CMOS" ibid "programming [aka write?] pulse width at 50 nsec" ibid, slide 14 now down to 30nsec per an email to me from Tyler "Reads at 10-20% faster than DRAM" e-mail from Tyler versus "[tmj-RAM] demonstrates reading and writing time of 10nsec, about 6x faster than todays DRAMS"-- nyTimes of yesterday No offense but I think we really need to hear from Tyler. I too, am excited to see the OUM.pdf in slide format which is encouraging about the prospect of someone biting on this bait. Here's what I think I know: 1) we are closer to production by a long way 2) size: we put a lot more information in the same real estate, but they sound like they may get smaller eventually. 3) speed: we are slower than tmj-RAM but lots faster than existing FLASH and a bit faster than conventional RAM. 4) cost: who knows? 5) other applicability: Tyler mentioned power applications and low resistance. We have other uses. 6) We need a big partner. 7) This is gonna be big for ECD....

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