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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: John Stichnoth who wrote (7980)	11/5/1999 11:49:00 AM
From: Sam	Read Replies (2) \| Respond to of 60323

OT----> On Energy Conversion Devices: Ovshinsky has been around for about 20 years or so. In the early 80s (when it was widely believed that oil would be trading well over $100/barrel by the end of the century if something drastic wasn't done), he was going to revolutionize energy. As I recall, he got companies like GM, Ford, Toyota, and a couple of oil companies to give him millions of dollars for solar energy cells, I think it was. I didn't know he was still around. It's just amazing to me that people still take him seriously. Nothing came of his schemes, and his company, Energy Conversion Devices, has been a yoyo on the charts. Check out a long term chart. He must be brilliant, or people wouldn't keep flinging money at him, I guess. But....

To: John Stichnoth who wrote (7980)	11/5/1999 5:48:00 PM
From: Art Bechhoefer	Respond to of 60323

While this development sounds threatening to flash memory, it comes from a company long on new ideas and short on products. It is one thing to use the principles for DVD and CD for read and write operations. It is another thing entirely to make it work. This development, even if it works, is at least three years from commercialization. While they claim faster read/write speeds than flash memory, they make no claims on power requirements. I suspect that the power requirements are much greater than for a read/write operation on CF. There is also nothing in the announcement that indicates how big these devices are.

To: John Stichnoth who wrote (7980)	11/5/1999 6:20:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

John, Can ECD beat this price??? shopper.cnet.com Ausdauer SanDisk...See the Big Picture

To: John Stichnoth who wrote (7980)	11/5/1999 8:23:00 PM
From: Craig Freeman	Read Replies (2) \| Respond to of 60323

John, re: "The companies stated that development of radiation-hardened memory products will be jointly completed in Lockheed Martin's wafer Fab in Manassas, Va." A great addition to any 1950's-class fallout shelter :-) I wonder how big the market is for e-cams designed for capturing images of nuclear explosions? Assuming that the nuclear test ban treaty is ratified, all that's left will be the orbital satellite niche. If Lockheed-Martin makes it under a government contract, it probably costs ~$1,000,000/MB. Craig