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 : Micromem Technologies ***MAG-RAM*** ( MMTI) -- Ignore unavailable to you. Want to Upgrade?

To: wily who wrote (4)	5/4/1999 11:32:00 PM
From: Mani1	Read Replies (1) \| Respond to of 95

Wily, Re <<Isn't that a rather compelling number: $5 Billion market and only 2 companies going after it -- Honeywell and Micromem, both possibly in production within 2 years>> Wily, I continue to be very skeptical. It is a 5 Billion market indeed but it did not happen over night. EEPROMs are a very mature industry, cheap to manufacture and are very reliable. "MRAM" is still very very experimental and I would not imagine in my wildest imagination that it would replace any sizable part of the EEPROM market over the next 10 years. MRAM development still is mainly done in universities and government funded projects. I think it is way too early to make a bet on MMTI or similar company for their involvement in MRAM. I will continue to follow this development since it could potentially provide a very good opportunity to make some real money. But you must be patient and let it develop. It is too early to get in IMHO. Regards, Mani