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

To: Larry Macklin who wrote (10)	5/17/1999 12:40:00 PM
From: serrier	Read Replies (2) \| Respond to of 95

The best public information on competitors is contained in the EE Times article, the Scientific American article and the MMTI Web site. I believe the real competition is new technology being developed by the companies mentioned in these articles. I think MMTI is further along in MRAM then they state in news releases. I think MMTI is not more well known because it is a very new company with conservative PR. A number of events need to take place for the stock to move up. It must receive NASDAQ listing, announce a commercial licensing agreement, and hire a COO/CEO respected in the high tech industry. Based on what I have been able to find out MMTI is definitely a contender if not the leader in MRAM. It is the only pure stock play that I know of. I would like to see the BEAR Equities group update their valuation of MMTI in light of MMTI's recent technology developments. It is always possible MMTI could be bought out or or receive significant investment from one of the big Tech companies. I think MMTI is a good medium term or long term investment.

To: Larry Macklin who wrote (10)	6/8/1999 3:57:00 PM
From: Ray	Read Replies (1) \| Respond to of 95

Larry, there is at least one other company that appears to have superior technology to the spinvalves, TMJs, and Hitachi's double transistor (PLEDM, non-volatile?) memory cells. Energy Conversion Devices (ENER) uses only a controllable resistor as a memory element. The whole memory cell is just the usual transistor plus a tiny area of resistance material that can be written and read through the same two wires - a very simple, totally planar structure. This is claimed to be the "ideal" memory element, and it IS hard to imagine anything much simpler than a resistor. The resistance of the element is controllable to 16 levels or more. They claim speeds down to 1 ns are possible, and the memory elements are non-volatile virtually forever. The resistors are made of the same material used for the DVD disks (also, the CD-RW disks, etc.) that are expected to dominate the removable disk storage arena. The material changes its crystalline structure, and thus its resistivity, under lazer heating (for the disks) as well as electronic current for (memory chips). ECD has licensed this "phase change" technology to optical disk makers throughout the world, and they have acquired Tyler Lowery (a MAJOR talent, from Micron) to put the memory chips into production. The resistive memory elements work BETTER as they are scaled down, limited only by lithographic techniques, and the processing is compatible with existing chip making methods. An interesting "slide show" on these memory elements is presented at ECD's web site (WWW.Ovonic.com).