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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: piscatologist who wrote (39230)	7/19/2001 12:05:58 PM
From: Jim Willie CB	Respond to of 65232

a clipping on ENER's ovonic memory: from Sagami below ovonic will be big, in time see www.tonysagami.com the way I see it, BorgMan, is that... the world was not ready for Energy Conversion Devices patents back in 1980 that is when I first learned about them their fuelcells were ready, but demand was not by 2003 demand will be there in a bigger way and their hydrogen sponge storage will be an important solution safe storage and transportation of hydrogen will be key soon the biggest obstacle to fuelcells was the recession of 1981-82 then again the Asian Meltdown during those two periods, oil price/barrel dropped badly how could fuelcells take root when oil was $8/bbl in 1998 ??? the stupidity of American auto mfrs to build Sport Utility Vehicles is astounding in the face of imminent shortages of oil and gasoline and every other key energy fuel they think they are clever to sidestep EPA emission reqmts when their stupidity will backfire in the next few years short the major auto mfrs who rely on SUV sales not only will they suffer as energy costs rise more but their inventory will pile up their mfg assembly lines will suffer from higher costs and their fleet mileage efficiency will suffer from the focus flash memory wasnt even around until cellphone and certain devices portable batteries first became a focus with laptop PC what was that? 1988? demand is now strong for laptops, cellphones, kid toys and will accelerate from last year onward I read 40,000 new cellular subscribers every day !!! the leading sales line for ENER is now portable batteries their nickel hydride is finally paying off unit sales into the millions now I believe that line will support and subsidize many new lines soon take a look at their sales growth check out EBITDA, rather than profit / jim ------- from Sagami: Flash memory is that type of memory that is saved even when the power source is turned off, such as the clock on your VCR. Flash memory is to portable devices what hard drives are to computers. You name it: camcorders, digital cameras, PDAs, cell phones --they all need lots of flash memory. Given the world’s appetite for portal devices, the demand for flash memory is going to explode. ENER has the patent on a new type of memory -- called Ovonic Unified Memory -- that will make flash memory completely obsolete. If ENER is right, this profit potential could approach billions of dollars per year. Don’t take my word for it. Intel has licensed the distribution rights to ENER’s Ovonic United Memory because it sees the same HUGE potential that I do. -end-