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

To: Don Devlin who wrote (3333)	3/15/1999 7:31:00 AM
From: fred whitridge	Read Replies (2) \| Respond to of 8393

The 1998 Shareholder letter finally arrived and it raises several questions: -on Page 4, the space PV is mentioned at a cost of 30-60/watt. This would mean that our 5MW machine could generate $150 to $200mm? Can we build this stuff on the 5MW machine or does it require a new machine? Any forecasts on demand out there? -on Page 6, who is the nutty "EV enthusiast" who raves after driving a NiMh EV1 to malibu? I wonder.... -on page 7, at the bottom there is a conflicting statement on Honda, "We note with interest that Honda has selected Ovonic NiMh technology..." and then "While Honda currently uses a Japan-sourced NiMh battery for its cars, we will soon be presenting our next generation..." Does the first statement just mean that they chose NiMh over some other chemistry? If so maybe we outta help them on the use of pronouns and possessives "selected Ovonic" and "we will soon present", seem misleading. Are we gonna let Hondas wearing Matsushita batteries into this country? Is this the famous "one model of EV NiMh which Panasonic EV Energy can produce subject to the patent suit settlement?

To: Don Devlin who wrote (3333)	3/17/1999 11:09:00 AM
From: Michael Stavy	Read Replies (1) \| Respond to of 8393

Don: Have you made any estimates of how much the ECD royalties will be increased from this announcement? From my DD work I have inferred that this event would cause ECD's earnings to increase from this royalty income. Am I wrong in my inference?

To: Don Devlin who wrote (3333)	3/17/1999 2:52:00 PM
From: WALT REISCH	Respond to of 8393

Don, they just put out a correction on the price in the article you posted. Now, they need to put out a correction on the correction (the date 10/03/99). ************ March 17, 1999 14:30 -C O R R E C T I O N:PLASMON: First DVD-RAM products from Plasmon M2 PRESSWIRE-17 March 1999-C O R R E C T I O N:PLASMON: First DVD-RAM products from Plasmon (C)1994-99 M2 COMMUNICATIONS LTD A press release headlined 'PLASMON: First DVD-RAM products from Plasmon' which was distributed on M2 PressWIRE on 10/03/99 contained some wrong pricing information. In the first paragraph the sentence 'Prices start at less than GBP 36,000 for the D120 model.' should have read 'Prices start at less than GBP 6,000 for the D120 model.' The corrected version of the story is attached: -- DVD-RAM jukeboxes on show at CeBIT '99 Plasmon is to showcase several high-performance automated DVD-RAM jukeboxes during CeBIT in Hannover (March 18-24, Hall 1 stand 7K4). Storage capacities will range from range from 312 gigabytes to 1.2 terabytes in three models of 120, 240 and 480 slots. Prices start at less than GBP 6,000 for the D120 model. The company's first DVD-RAM jukeboxes will be based on the established D-Series equipped with the new HITACHI GF-1000 Series drives, which support 2.6GB single-sided DVD-RAM media. The jukeboxes also provide support for all existing CD formats as well as reading DVD-ROM titles. Dependent on the media types used, capacities range up to over 4 terabytes in the 480 slot jukebox using dual layer, single sided DVD-ROM discs. "Developing a DVD-RAM jukebox was a logical step for Plasmon because to date, it's the only rewritable DVD format for business and government storage applications," according to Stewart Vane-Tempest, Plasmon Data's European Product Director. "When other DVD formats become viable, Plasmon is in a unique position to adapt any or all of them and, we'll make that decision on a case by case basis." He added: "These DVD-RAM jukeboxes were designed over the past year with the input of end-users and resellers about their business applications, storage requirements and the feature sets desired." Plasmon's DVD-RAM jukebox has all the robust features of the company's M-Series (magneto-optic) and D-Series (CD/CDR) jukeboxes - including its reliable advanced robotics - a unique dual picker mechanism which holds two disks simultaneously allowing media to be exchanged at the drive within three seconds. Current CD-ROM/CD-R jukebox customers will be offered an opportunity to upgrade their units to DVD-RAM, but mixed drive types will not be supported. INFORMATION FOR EDITORS About DVD-RAM The DVD-RAM format features high reliability and usability as well as being formally endorsed by the DVD Forum. The DVD-RAM drive is optimised for random, sector level recording of data and has a migration path to 4.7GB of storage per side in future products, making it an attractive rewritable storage option with a forward growth path. The DVD-RAM media fully supports defect management without the need for host resident management software. A major benefit of DVD-RAM in the D-Series is its full backwards compatibility to CD-ROM, CD-R, CD-RW and DVD-ROM, so protecting any existing investment that customers may have made with their reference data. The DVD-RAM media format is structured in the same way as a traditional hard disk, including defect management in the drive. With these characteristics, DVD-RAM is suitable for many near-line applications where the primary requirements are low cost per megabyte coupled with fast access to data. This means that in addition to conventional secondary storage applications, DVD-RAM is likely to find high acceptance in many backup and archive applications due to its unique characteristics. Founded in 1987, Plasmon provides the industry's most complete line of jukeboxes, drives and disks. These are based on tape, CD/DVD, 5.25" Magneto Optic and 12" WORM technologies; principal products include jukeboxes, media and enabling software. Manufacturing operations are based in Melbourn (media and software products) and Blackburn (12" WORM media) in the UK, while drives, jukeboxes and associated robotics are developed and manufactured in Minneapolis and Colorado in the USA. The company currently has 500 employees. CONTACT: Stewart Vane-Tempest, CD & DVD Product Director, Plasmon Data Ltd Tel: +44 (0)1763 262963 Fax: +44 (0)1763 264444 WWW: plasmon.co.uk e-mail: svanetempest@plasmon.co.uk Lynne Thomas-Bowman/Niall Murray, Lexicon Communications Ltd Tel: +44 (0)171 490 2973 Fax: +44 (0)171 490 7257 e-mail: lexicon@cix.co.uk M2 COMMUNICATIONS DISCLAIMS ALL LIABILITY FOR INFORMATION PROVIDED WITHIN M2 PRESSWIRE. DATA SUPPLIED BY NAMED PARTY/PARTIES.