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Author:

Jam ok

Subject:

Off Topic

Date:

11/22/15 at 8:28 PM CST

 

 

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Sentiment:

Neutral

Reply to:

MSG`#3126,`11/20/15
By LongTerm CapGains

 

Re: Another article on Bell Labs breaktyhrough

lt  cap,

That's an extremely interesting article, even for a layman- thanks for posting it. It made me think about several Q's , and I wonder if you have a line on them. 

It sounds like the tech ALU and Bell have invented would be sold/licensed to component makers - Finistar, the former JDSU, etc. - it's not part of what end product ALU/NOK would produce on their own - have I got that right? It's 'base' technology that everyone in the manufacturing business will want/need to pay for a license...unlesss....

Is there a potential rival tech that might do the same thing? - the wayINTC/Micron, NRAM, and HP all have products that will compete to be the successor(s) to flash memory. or is this so basic that there's not another way to 'get there' - as a layman, the analogy I'd think of is the invention of the transistor - there not another way to duplicate what they do - so whoever invented and patented them, they was no competition. (And I wonder with that, that when 'integrated circuits' were subsequently invented, were licensing fees still due to the transistor 'inventor'. 

And regardless, I wonder when the Street will recognize the importance of this and the cash generating machine that it will become when products using this tech come to market - are analysts informed enough to start making recommendations based on it immediately? or will it likely take s product using it actually being manufactured?

Sorry if these are 'dumb layman' questions, I'm curious about your take on some of the points brought up. I have been thinking about where/when to add to my ALU position. So far, that thinking has been based on consideration that NOK CEO will probably continue to announce 'progressive' achievements in getting the merger/buyout completed. I'm curious whether the announcement of this invention will make a sooner material difference.

 

 

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