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Technology Stocks : Energy Conversion Devices -- Ignore unavailable to you. Want to Upgrade?

To: Ray who wrote (4188)	11/8/1999 3:48:00 PM
From: fred whitridge	Read Replies (1) \| Respond to of 8393

Ray-- i've been party to a lot of M&A deals. The natural tendancy of the buyer is to say, "Whoa, lets go slow on the cap ex and any new programs until we get our arms around the sucker we just bought." Maybe not renig on a deal but just jam on the brakes real hard. So going into this fab is qualitatively different than walking into a rock of Gibraltar, rumored here and elsehwere, like TI or Intel. Getting into a micron+ fab for a niche part of the action on these chips is better than where we were, but ain't great in and of itself. Tyler made a big deal at the annual meeting about how this process could be integrated into, for instance, a CMOS line with only a few additional operations. Makes my nose wrinkle that some household name hasn't stepped up to the plate if this technology is so great. Dunno about Leonid meteor showers but Baker's Comet which has streaked across the Troy skies for well nigh these 10 months has indeed inspired some negativity.

To: Ray who wrote (4188)	11/8/1999 10:40:00 PM
From: Futurist	Read Replies (1) \| Respond to of 8393

Ray, your point is well taken. I know my doubts are not so much about the company, but more about a continuing irrationality of our system. Point: We now have Senator Bob Smith (former presidential candidate, former Republican, former US Tax Party member, current Republican, possessor of a 13% record on environmental votes) currently chairing the Senate's environmental policy committee. We have a virtual barrage of ridicule directed toward Al Gore, who would be the best informed, most environmentally conscious president in the history of the country. We have a complete disregard for the Kyoto (let alone the Rio) air quality standards by the United States. We are facing the loss of our voting rights in the General Assembly because Representative Chris Smith doesn't believe in birth control. I think that this is a pretty lousy context for a visionary company like ours. I'm not selling, but I'm not happy. Seeing Mr. Ken Baker go for "Plastics" after having promised us so much certainly hasn't helped my frame of mind.