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

To: Krowbar who wrote (6404)	8/22/2001 1:12:51 AM
From: alfranco	Respond to of 8393

Del, The three competitors in rewritable DVD are all gunning for the final shootout in the next 1-2 years to achieve supremacy. Many backers of system X are also 'partners' in system Y and Z. The disk media manufacturers, including a GE Ovonic high-output machine, can license all the competing formats and proceed with product in all these competing formats. In spite of the economic slowdown, DVD player sales are growing and this plants the seed towards a shift to optical disks for recording. IMO, rewritable DVDs will have a higher percentage of sales versus R disks, record once, than occurred with CD disks. Reports from ECD CCs consistently say we are proceeding well on embossing and deposition and if so, and partnered with the dominant supplier of optical disk polycarbonate I think the moment is nigh for buildout. 2003 looked to me to be the the year DVD recorder sales eclipsed VCR sales... but I note that industry analysts seem to be hedging a bit lately, perhaps 1-2 years longer depending on consumer spending. This is a reflection of the slowing economy in the US and an awareness that the third horse, DVD+RW backed by Sony and Philips, is now entering the fray with commercial units . If GE Ovonic had output before now it wouldn't have coincided with much demand anyway... that demand should really rise next year and beyond. Meanwhile absolutely no details coming out from GE/ECD, just my best hunch that machine(s) would be well timed for full operation by March 2002 which is also the 2 year anniversary of the JV. Al