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Opticom ASA (OPC - Norway) Data Storage of the future!?
An SI Board Since June 1998
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Emcee:  Jimmie Landerman Type:  Unmoderated
Opticom ASA (OPC) One of the best kept secret or just another "to much talk" company?

Opticom is a research company traded at the Norwegian stockexchange. OPC is developing a new datastorage technology that definitely will turn the world around if they suceed. They use "plastic" instead of silicon and can reach "umlimited" storagecapacity with their technology.

Opticoms "dream"-scenario is as follows:
First it will replace the old technologies for RAM, ROM and harddrives that is used today. After that the time would come to also kiss optical storage like CD and DVD goodbye. And to end with, in the future ICs will be done in plastic instead of todays silicon technology.

I'd like to quote an article I read:
"Opticom, over the past two decades, have been developing a means by which data can be stored on plastic. This could have extremely serious implications for the silicon industry. Not only does this slash the manufacturing costs and significantly reduce the barriers to entry into the chip fabrication industry but it allows for considerably more complex and efficient chip designs to be created. To give an example, the company claims that using the Opticom technology, they could put an entire Pentium motherboard and CPU onto a piece of plastic the size of a postage stamp at a fraction of the cost."
- durlacher.com

But what we should focus on first is the possibilities that Opticom will replace todays RAM, ROM and HardDrives.

Joint development agreement with Bell Labs (the R&D arm of Lucent Technologies), joint venture with Eidos and agreement with AMP Inc for development of production technologies of the thinfilmbased datastorage- and related products that OPC are developing, means that they already are quite a bit on their way!

At the Shareholders meeting, may 29 -98, the management told that they are going on a roadshow in the states the second week in june (so watch out over there) to make connections with investors and establish some marketing channels.

It was also told that an American company had contacted Opticom, they want to develop RAM with Opticoms technology. A simple approach of Opticoms technology would mean 300 times larger storage capacity than today for a very low cost. Opticoms plasticfilm is in this case used upon a traditional silicon substrate. This way OPC can have a quick way to the market, even though the technology isn't utilised to its maximum due to the combined Silicon/Plastic solution (Only plastic would be better, but that mean new standards). OPC said that this is a defined project that uses already tested and functional solutions. They said that this market could mean licens-revenues about 650 MUSD per year.

Benefits with Opticoms storage-technology (stated by Opticom):
* "Unlimited" storagecapacity to a very low cost.
* Simple Production
* Small sizes
* Very Fast acess, and high bandwidth.
* No need for refreshing. (The memory is static), it only need power to change it's state not to keep it.
* Very low power usage, and that means no heat problem. This make it possible to have multiple layers of the thin plastic film of memorycells.
* Environment friendly

The soon to become classic statement 'with Opticoms technology every movie ever made in Hollywood could be stored digitally on ONE "Opticom-card"' was said once again.

Some links that could be interesting for an OPC-investor:

Norwegian Stock Exchange
ose.no

Real time quotes
base.nettvik.no

A little about Eidos and Opticom
durlacher.com
(Eidos is the next largest shareholdwer in Opticom, I think, with 15% of the stocks)

Bell Labs (Lucent) and Opticom
bell-labs.com

Eidos
eidos.co.uk

Pressreleases (Norwegian only)
base.nettvik.no

A Norwegian message-forum there some discussion about Opticom often can be found (Norwegian)
solbors.no

Opticom was an IPO in summer 97 to a price of 135 NOK. Den Norske Bank (DNB) took OPC to the market.
Today the shares are traded around 210 NOK, the market cap is around 2 billion NOK (about 260 MUSD).
The idee is to sell licenses of their technology. Gudesen have said that he doesn't think more capital from the owners is needed. The continuing development will from now bee financed by forthcoming revenue from licensing (the first money have already been paid by Eidos).

Opticom ASA
Brynsveien 3B
0667 Oslo
Norway
Telefon: (+44) 22970930
Fax: (+44) 22970935

Sorry, No Web-site.
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ReplyMessage PreviewFromRecsPosted
84 Good News for Fast is ignored by market. OPC goes down today after learning thcherzeca1-6/29/2000
83 Lycos.com Deploys Fast Search & Transfer Technology This is very positive Jimmie Landerman-6/14/2000
82 Jimmmie, Good to see you on the board again. Because Lycos uses Fast, the acqucherzeca1-5/17/2000
81 The famous broker house Dresdner Kleinwort Benson came with an extremely bullisJimmie Landerman-5/16/2000
80 See sst.pennwellnet.com for a recent discussion of technology developed at Penncherzeca1-3/29/2000
79 Things are really looking up since a long time ago. The insiders picking up thoSavant-3/25/2000
78 We lucked out with this most recent pullback in the stock price cause by profitHoward Shlom-3/17/2000
77 Jimmie & cherzeca1, thanks both for your posts. I've only just seen thGNMartin-2/7/2000
76 Opticom is traded on the main list of Oslo Stock Exchange. Current share priceJimmie Landerman-2/4/2000
75 Hey folks, where is this company trading and what is current share price (US)? BillHoo-2/3/2000
74 As usual Opticom skyrocketed without any particular reason. There were some kinJimmie Landerman-2/3/2000
73 OPC is up over 400 kroner today (Feb. 3, 2000) and, as usually, I can't fincherzeca1-2/3/2000
72 New to the board, old-time OPC investor. Jimmie, I especially enjoy your hard cherzeca1-1/18/2000
71 I currently received an analysis of Opticom from a norwegian stockbroker/investJimmie Landerman-1/15/2000
70 Good to hear from you again Jimmie. Unfortunate timing for your post, though, GNMartin-1/5/2000
69 Since my last posting Opticom have gone from somewhere around 400 NOK to 1960 NJimmie Landerman-12/27/1999
68 Thanks, Exon. GNMartin-12/18/1999
67 Ok, here's another link for OTC stocks in Norway updated every 15 min. 193Exon-12/15/1999
66 Another URL for FAST quotes. Yet again, my method of getting a quote for FAST GNMartin-12/15/1999
65 Jimmie, good to hear from you again. I hope the new job is good fun. Nigel MarGNMartin-11/23/1999
64 Hi! Sorry to not have posted anything for quite a while... It's due to mainJimmie Landerman-11/20/1999
63 Another URL for getting a quote on FAST: FAST have sent me an email telling meGNMartin-11/19/1999
62 Exon, thanks. ... and sorry to take so long to acknowledge your post. ItGNMartin-11/14/1999
61 Hi Nigel, FAST is now 164 NOK. You can find daily updated quotes on: 193.71.1Exon-11/9/1999
60 Missing you, Jimmie. Opticom up to 372 NoK. Presumably on the back of FAST, bGNMartin-11/9/1999
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