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

To: Allen Bucholski who wrote (7620)	4/6/2004 1:24:59 AM
From: Allen Bucholski	Read Replies (1) \| Respond to of 8393

Looks like "Flash memory" is going to be hot competition for the memory makers. Latest EEE times April 1,2004 post. eet.com

To: Allen Bucholski who wrote (7620)	4/10/2004 10:58:42 AM
From: Michael Latas	Respond to of 8393

Energy Conversion Devices has at long last been featured in the George Gilder Technology Report as such. Up to this point the references were to OUM technology from Ovonics without ECD's name included. At least it makes it easier for interested investors to place their bets. Following is an excerpt: "Crucial to the triumph of the teleputer--the modal all purpose mobile device of the new era--is the development of a cheaper, better, denser and faster low-power (it keeps its contents when the power goes out). Among the host of contestants , from nanotube devices at NEC to magnetic RAM at NVEC and ferroelectric RAM all over, the most advanced and densest chips come from Energy Conversion Devices. Originating with the amorphous silicon of Stanford Ovshinsky's ovonics, it has attracted support from Intel and STMicroelectronics(STM)" It is nice to get Gilders report and acknowledgement of ECD's advanced technology. There was no reference to OUM technology from Ovonics, in light of past articles, which I thought was rather strange. Regards.

To: Allen Bucholski who wrote (7620)	4/10/2004 11:28:49 AM
From: Michael Latas	Respond to of 8393

Allen, the fact that Stefan Lai stated that that their current technology will remain in the mainstream for the next five to ten years should not lead us to believe that therefore it will be that long before OUM makes it into the marketplace. Lai also stated that OUM technology has been publicly demonstrated and it does what it is supposed to and that it now comes down to a cost issue, which he went on to state was a "short term problem". I personally do not consider a short term problem as one that should take five years. It remains to be seen. The competition is really doing a great deal more than nipping at Intel's heels. Intel used to be the leader in the flash field and the last I read on that subject is that they had slipped to twenty-five percent market share. They have plenty of motivation to re-capture their losses with OUM. And Flash is a very high profit item vs. Dram which is a very low profit item. This high profit motive is a very major issue. Take a look at NiCad batteries and how they dominated the rechargeable battery field for forty years. They still do a great deal of business in spite of the fact of NiMH's superior performance. Just like the Japanese hybrid automobile success is forcing the American auto mfgr's to do likewise it will be the continuous competition from the other chip mfgr's that continue to erode Intel's market share that will play a major role in pushing Intel along. How about STM and Samsung, for instance? We have that going for us, otherwise we would be moving along at the speed of the hydrogen economy. It certainly has nothing to do with our fear of running out of coal. Regards