Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Plaz who wrote (6322)	7/12/2001 3:26:04 PM
From: Krowbar	Respond to of 8393

Yes, a nice report. We have been getting very little information on the progress at Intel, and this is a very refreshing update. << According to Intel, OUM could offer good enough performance in terms of price and read/write performance to take over the majority of storage duties for devices such as handhelds. OUM uses chalcogenide, the same material used for rewriteable CDs. OUM is "really complementary to SRAM," Lai said. "You can use (OUM) as main memory, and it does not require special software. We believe that for portable applications this is a really good application." Intel could also "conceive of a system where an integrated chip has some SRAM and some OUM," Lai said. Intel has a working OUM design, which it has used to build test chips. The company is testing their performance, ease of manufacturing, and other parameters that can measure the technology's real-world viability. "This is something we are looking at developing further...to make it a lower-cost data-storage memory," Lai said. >> I think that we will see product much sooner than 2003, IMO. Del

To: Plaz who wrote (6322)	7/23/2001 5:37:18 PM
From: Retiarius	Read Replies (2) \| Respond to of 8393

OUM / fuel cell cover stories in the venerable e.e. times of 16 july in the 16 july paper edition only, columnists lammers and wade run down the intel flash alternative scene. pertinent points: - on polymer memory (PFRAM), intel's lai estimates chip costs at "about one-eighth the cost of CMOS memory" or 4-to-8 times less for a flash memory card replacement. - for polymer, write time is 50 usec, vs. 1 ns for NAND flash. - ovonyx alone has 20 full-time engineers for OUM. - lowrey & lai both estimate 3-5 years until commercial production. - regarding flash scaling, experts at the june VLSI tech symposium in kyoto see scaling difficulties beyond 70-nm that goes to manufacturing in 2005, plus a definite need to find a new floating-gate insulator by then. - curiously, "all of the flash memory papers dealt with the challenges of embedding flash with logic, rather extending discrete flash devices." as an aside, a market research source mentioned in passing the 1970 gordon moore amorphous memory paper in conjunction with the perception that ovshinsky wasn't taken seriously then due to his "grandiose" memory cell claims. _____ bonus article: ethanol (non-PEM) portable fuel cells improvement report by medis technologies ltd., claiming 150 -> 450 W-hr/kg. contains favorable commentary by competitor bob hockaday, chief scientist for manhattan scientifics inc. that the medis electrolyte boost, if proven efficient, could scale to autos and power plants. the eyebrow-raiser for the author was that the company was actually proposing OEM cell prices of $15, given manufacturing costs at $9 (size of cell not stated, but supposedly yielding 20-hours cell phone talk time).