Saturn V

The Tellurium Supernova

[...minor edits of same post]

Ovonics has had the same "potential" for the last 35 years.Intel worked with Ovonics in the early 70's, and scrubbed it. Almost 10 years ago, Intel went back to Ovonics, and it is still a no-show.

I am skeptical about the claims.I have seen so many technologies claim that they were going to dislodge DRAMs, and waste a lot of investors money in the process.The pace of progress in the semiconductor memory is so fast, the volumes and the economies of scale are so huge, that it has been impossible for any challenger to make an impact.Unless the traditional memory technologies run into a major roadblock, the prognosis for a challenger is grim.

NAND FLASH memory is also on a tear, but it has some performance limitations like number of erase cycles etc.That may present an opening for Ovonics style devices to exploit, since the new technology will inevitably cost more, and it needs a strong foothold in the performance area to have any chance of survival.If it can meet the write erase cycle challenge at almost the same cost of NAND FLASH, it may end up replacing rotating memories for ultraportable computers.

But I would not buy Tellurium stocks as yet.

The Tellurium Supernova

Ovonics has had the same potential for the last 35 years.Intel worked with Ovonics in the early 70's, and scrubbed it. Almost 10 years ago, Intel went back to Ovonics, and it is still a now show.

I am skeptical about the claims.i have seen so many technologies claim that they were going to dislodge DRAMs, and waste a lot of investors money in the process.The pace of progress in the semiconductor memory is so fast, the volumes and the economies of scale are so huge, that it has been impossible for any challenger to make an impact.Unless the traditional memory technologies run into a major roadblock, the prognosis for a challenger is grim.

NAND FLASH memory is also on a tear, but it has some performance limitations like number of erase cycles etc.That may present an opening for Ovonics style devices to exploit, since the new technology will inevitably cost more, and it needs a strong foothold in the performance area to have any chance of survival.