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

To: Fabeyes who wrote (2986)	1/17/1999 3:01:00 PM
From: Michael Latas	Read Replies (2) \| Respond to of 8393

This new relationship between Tyler Lowrey and ECD will bring out the best in both. Tyler, the brilliant creative engineering mind will be joining yet another creative genius in Stan Ovshinsky. Stan's creative research environment will bring out the best in Tyler, who brings cutting edge advanced mass production techniques to the table, along with his engineering and patent capabilities. Creative sparks should begin to fly. Micron is a production oriented co, known for advancing faster, cheaper methods of mfg'g, not a company known for creating new technologies like ECD. This makes for an excellent new partnership. I'll place my money in this venture to beat out any Japanese partnerships in developing the next generation in memory technology, such as Toshiba, Sony, Fujitsu, or any other Japanese company for one very simple reason. The Japanese have a different mind-set, or strength, than the Americans, in that they have never historically made any major, or "basic" technological breakthroughs to date. They have built their reputation by doing what they do best, by copying, or buying our technology and producing our technology faster and cheaper than we have been able to do. The Japanese have a reputation for producing a record number of patents by making a ton of very minor improvements in most any product on the market and filing a patent on each slight improvement. Whereas, we, in this country would file a single patent covering these minor improvements under the patent "claims". This creates the illusion that the Japanese are very, very creative because of the great number of patents they file. Nothing could be further from the truth. All major technological product breakthroughs come from the outside of Japan. I don't believe the next generation of memories will be any different. Who knows, our new ECD venture partnership may end up with a Japanese company, or consortium, with each of us bringing our strengths to the table. This is but one of the many possibilities. And, who knows, might Micron come into the picture again, setting aside past emotions and conflicts? And, with the race heating up to develop the next generation of memory technology to replace the current generation that is peaking out it should help speed all potential negotiations along. We shall see. Regards.