*AV*--DPAC falls into a very touchy category. I want to make people cognizant of the stock in order that they can do their own investigations and research while it is under $5. Just like when I first mentioned WAVX, also under $5 at the time, I prefer people to have the heads up now and wait for it to pass through the $5 threshold. Instead of springing things so fast that your head swims, like some of the typical spam or pump/dump situation, we are looking for something that is sustainable for the long run. If you believe a stock has lofty potential, it doesn't matter that you lose a few opportunity points as it builds itself into a viable company.
DPAC is involved in "memory compression", as I would like to look at it. There is no doubt that DRAM, SRAM, RDRAM, and all sorts of memory have been advancing to hgher densities on each chip. This is done by increasing the density of the memory cores themselves and by shrinking the designs through new device technologies. Given the momentum to have more memory per square centimeter of silicon to feed the voracious appetite of the computing industry, it is only logical to assume that packing these chips in dense arrays will be the next step in the evolution of delivering memory. We have this propensity for using more memory as it becomes available. The days of 16MB RAM for PCs is gone for good and it seems that 64MB to 128MB is barely enough. We have seen motherboards capable of going up to 768MB or even higher.
As tape (as in recorders) gives way to electronic storage for microcassetes, music, answering machines, etc. the need for memory will grow. Right now, we get a few minutes on our electronic answering machines that are shrinking in size. We are starting to see these machines incorporated into the phones thenselves. From here, increasing memory increases capability. While home based phones were used as the example, we all know we are moving more towards wireless
communications. Increasing the density of memory in a cellphone could allow you to receive faxes on your cellphone such that when you reach your location, you can point the phone at a printer and have it printed out or point it at a PC w/monitor and have it appear on a screen. I do not know if it exists today but with USB and IR type I/O, things like this are possible.
In music, we have the RIO which, when you think about it, is generations ahead of the SONY Walkman Casette players of a decade ago.
The final thought is digital imagery (digital cameras, etc.) and Smart Cards (by this we mean a wide array of memories like Flash Cards, Smart Credit Cards, etc.) that store information in numerous formats for portability. Right now, the digital cameras are limited in the number of pictures they can due to memory storage constraints. The digital video cameras use DAT for storage while some still cameras transfer images to a diskette or memory card.
While I might not have made a convincing case here and while I know I have left out a multitude of other uses, the point is that our memory needs seem to be growing. Our appetite is insatiable for meomory, whether it is for video games, portable music, data portabilitiy, etc.
Packaging all of this memory beyond the design and the chip itself, into modules, has some of the largest opportunities for improvement. When you conisder the space a DIMM or SIMM module takes up in a PC on the motherboard and then realize how much extra space is wasted by the large black packages the chips are assembled into, you realize how poorly all of this memory is packed. The chip itself is wired to a frame that is then encapsulated into a package. The reason for the size of the frame and package is to allow for the bonding wires to be attached from the die to the frame without "wire sweep". SIMM and DIMM modules are really inefficient but no more inefficient than the actual memory die in its device package.
So, to bring this diatribe to its conclusion, What if I could package the equivalent of 1 Gb (gigabyte) of memory into a cube, no bigger than 1cm on a side and somehow attach it to a video card or to the motherboard or in a cell phone. Think of the capabilities I could create. Then again, what if I could take 27 of these units and string them together or package them in such a format that they would form a storage unit no larger than a pack of cigarettes. I would have a portable storage device that rivals the recently released 27 Gb WD hard drive.
All of this is not too Buck Rogers today. There are machines today that allow you to download and create your own music CD for $2 per track. Imagine creating a music cd for $26 that has nothing but all of your favorite songs from a multitude of artists, with none of the dead tracks we are forced to live with.
Well, imagine your PCS (personal communications device) being every electronic computing and telecom capability you need all wrapped up into a Palm Pilot with miniature I/O ports to handle disseminate the information.
You probably were looking for more of an explanation why we should buy DPAC versus another company. I cannot provide you that answer today. What I was addressing with DPAC was the opinion that the type of business they are involved in is barely out of its embryonic usefulness. Everyone is looking for the next IBM, AOL, YHOO, etc. DPAC might not be that type of company but the concept and utilization of Densely packaged memory is something that will be than big.
Heck, with all of the windows I have open on my system these days, one processor and 128 Mb of memory causes my machine to occasionally suffer "overload". I can never get enough memory and feel bad that my graphics card only has 4Mb and not 16/32Mb (can't remember the top end)<GGG>
As soon as I have more definitive reasons for singling out DPAC from the rest of the pack, I will present them here.
Andrew |
