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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