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: WALT REISCH who wrote (6910)	9/28/2002 6:32:10 PM
From: alfranco	Respond to of 8393

Walt, yeah where is GE? Does anybody even have a phone number? Stempel said at May CC that we were to start making disks later this year, up to 5 mill/yr at some point beyond. Kevin Snow said in Jan that GE Ovonic had the "lowest cost means of making disks" and that our technology "will be the preferred way to manufacture disks in the future" and to expect disks in about a year or so...Jan/Feb/Mar '03. Nancy Bacon in Jan at Morgan Stanley presentation said: "Near-term, low volume production plant to use for market development (3 million capacity) Longer-term, high volume manufacturing and sales" McGavern, market development manager for thin films at GE Plastics said in Feb: "Our process is a direct embossing process. It's something that basically nobody else is going to have." plus additional comments on the high speed of disk production. Above seems to me to be a mix of compelling opportunity/advantage and hedging statements depending on who is speaking. As for news, I've only heard that Kevin Snow has been transferred elsewhere within GE Plastics. Of course, there were the ECD press releases about Takeo Ohta leaving Matsushita to join ECD(~April) and Strand's promotion(Sept). So I wonder, is our business plan to sell disks or sell disk manuf. machines or both... and when? Regarding the when, maybe GE is working on an optical phase-change disk production lifespan like vinyl disks had... 6 decades. <g> Maybe some Bayer would help our GE headache.