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Technology Stocks : Drexler Technology Corp. (DRXR) -- Ignore unavailable to you. Want to Upgrade?

To: JWA who wrote (13)	5/11/1998 5:22:00 AM
From: Leslie1y2o	Read Replies (1) \| Respond to of 59

Hi JWA: Have you read the June 8, 1998 issue of Fortune Magazine? Under the topic MICROSOFT: Scariest Company in the World. It seems that they probably did dd on drxr's patents and assets (they are smart workaholics by all accounts), and probably decided that their patents were not broad enough (msft product different enough), or drxrs pockets not deep enough to fight infringement (msoft does not know the meaning of the word share). Drxr's offer of license with no penalties seems graceful and politic, but do 800 lb gorillas understand subtlety? All of this is rampant speculation of the most irresponsible kind, of course. leso

To: JWA who wrote (13)	5/13/1998 5:59:00 AM
From: Leslie1y2o	Read Replies (2) \| Respond to of 59

Following Earl Mincer's leads, I've been trying to compare the two types of laser technology used by Ioptics and lasercard systems. I'm a nontechnical person, and I'll abide by his tentative conclusions on that front, but what caught my eye was Ioptics target market--portable computing, embedded systems, and entertainment systems. If this is so, then Ioptics has far more ambitious goals than DRXR. DRXR has limited itself to certain kinds of embedded systems use--within the 4.1 mb capacity of the card, but the lasercard is in production now, and Ioptic's 128 mb OROM card is experimental. Prototypes available mid- 1998, production mid-1999. My apologies if this is already known to you. leso www2.ioptics.com drexlertechnology.com