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To: alfranco who wrote (5988)	3/4/2001 1:18:40 PM
From: wily	Read Replies (1) \| Respond to of 8393

al, 1.a. Initialization should be incorporated into our roll to roll since other automated processes already use it. I'm just wondering if the 1 disk/second includes initialization. Any guesses? I'm also wondering if it will matter much whether the JV is making -R or -RW disks since the cost advantage will be so huge. Regarding the particular process used for initialization, it's interesting to note from my end that the electronic version (OUM) also requires a "first fire" pulse to initially condition the phase change material. This first pulse requires different parameters of amplitude, duration, etc., than what are used in subsequent programming. act as heat sinks to speed the quenching post melt and also the cooling during annealing (I think). kinda the opposite of the electronic version where effort is applied to minimize heat loss due to the highly conductive/heat-sinking electrode contacts. To this end, the walls of the via, where possible, are formed of highly insulative materials, the electrodes are made as thin as is feasible while still providing adequate electrical throughput, and the contacts are backed with more insulating material. Thanks for the explanation of formatting and embossing. So did Stempel say output is 1 disk/second (And, what kind of disk) at the shareholder's meeting? If so, then 86,400 seconds/day or 31,536,000 disks per year per machina ;-) Somebody said it -- I think it was Stempel or Stan. Very nice confirmation you got from that website! 31MM disks doesn't seem like a lot, although if we start early in the DVD cycle, margins could be very large. I'm wondering, with you, how many machines we will make for ourselves and how soon. But of course, of course, that's putting the cart before the horse, since pilot production comes first. wily

To: alfranco who wrote (5988)	3/4/2001 2:26:45 PM
From: wily	Respond to of 8393

PS, I forgot to add, in response to your note about the segregation and micro-cracks in the phase-change layer: that reminded me of an article in this month's Wired Magazine, about a company that does computer modeling of steel to make ultra-hard/hitech alloys. Very much reminiscent of the Wicker work, since it is essentially a phase change phenomenon; they talk about microcrystals on the same nanometer scale as chalcogenide; and the alloying process is so complex that people said it couldn't be effectively modelled. In the same issue is an article on China Netcom Communications (CNC), a company headed by a passionate visionary type (ring any bells), actually commissioned by the Chinese government (!!), with an interesting fusion of extortion, mandate and destiny to change Chinese society via broadband info. Wired Magazine not a bad read for $12/yr.

To: alfranco who wrote (5988)	3/5/2001 12:00:41 PM
From: Tom Hoff	Read Replies (1) \| Respond to of 8393

Al, there three manufactures of cd-rw and dvd-ram disks that account for about 90% of total worldwide volumn. They are Ritec, CMC, and Mitsubishi Chem, not one of which is a licensee yet. Based on the volumns and wholesale prices I would quess our royalties to be running from about 3 to 5 million dollars. I am convinced based on signing up Richo that we have a position on these companies because Richo was the original devoloper of cd-rw and these companies have a license with Richo. However they have still not signed a license and I don't understand the delay. I do know that ECD is going after all the back royalties from these companies which would make things harder. ECD let Richo go on back royalties for a payment of 90'000 dollars. If ECD filed a FTC suit this would be taken care of pronto.