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maddogs

08/09/09 11:04 AM

#6 RE: rlwinvestor #5

The claims are some very bold statements by this company..

a place to get some industry back ground..

http://www.storagesearch.com/ssd-ram.html

"When flash SSDs aren't fast enough!

RAM based SSDs are the original type of solid state disk and have been around for decades.

They rely on batteries to retain data when power is lost. Most models also include internal hard disk drives to which data is saved under battery power, so that data is not lost when the battery runs down. This hybrid technology means that RAM based SSDs are more bulky than flash counterparts and RAM SSDs are unable to operate in the same range of hostile environments.

RAM based SSDs are mostly used in enterprise server speedup applications. The fastest RAM SSDs are faster than the fastest flash SSDs. But for many server speedup applications F-SSDs are fast enough.

Unlike flash SSDs, RAM based SSDs never had restrictions on the number of write cycles. That made them more popular in enterprise acceleration applications in the past. But write endurance problems may be a thing of the past for flash.

Like hard disks - RAM SSDs have symmetric read/write IOPS. That's another big difference between RAM and flash SSDs.

The fastest flash SSDs available in 2007 had narrowed the gap between R/W IOPS down to 10 to 1 (from over 50 to 1). And in 2008 - a small number flash SSD systems achieved 1 to 1. But random R/W IOPS for RAM SSDs, and latency are still an order of magnitude faster than the best flash SSDs.

There are also some non volatile memory products such as PRAM, FRAM and RRAM which are replacing flash in industrial applications - and which already offer 1 to 1 read/write performance. But their capacity is 2 orders of magnitude too low to be of use in server applications.

RAM SSDs cost about 25x as much as flash SSDs (based on pricing data for 3.5" form factor February 2008.)

The ideal choice of SSD depends on the specific server and application environment and cost / benefit analysis.

For example - a fibre-channel SSD that doubles the performance of a 100 server network may be overkill if your application runs on a single server box which could be speeded up by directly attached SSD storage."

If combining the benifits of Flash, Ram, size, memory retention, energy use and unit cost is where they say it is for their product, ,, one needs to understand how the monetization of the product would happen... Rights selling, licencing, direct sales and production , ect ect. to estimate cap of the company long term. Short term without any JV, partnerships ect., 20-50 mill seems about right imo. If they take a year to advance to mass production, competion will push
towards the lower (20 mill value), if a fast track is coming, the end cap (bold statements assumed true) cap could go over 50 mill easy (the company has not said they would be sharing a vertical plan with others that I know of yet). I believe most are hoping to see SPDE to come out of a boxed in practice of
sharing costs and rewards. Perhaps this spinoff will be the enabler.

Cap ex needs to be explained showing an avenue how expansion into the market will be paid for. Shelf, JV, mother company
could be the answer, with the small stock structure on this spinoff it would seem inappropriate to simply sell outright..
rights. Quite likely, there is a plan, looking for the company to fully explain it.

Like many of the Tech Bubble era this issue has declined from outragous highs, but they have had success before justifying $5 pps on a JV basis with a product having a lesser market in size.

http://www.zargis.com/product_overview.asp
"The Wall Street Journal Recognizes Zargis Medical With Technology Innovation Award

PRINCETON, NJ (September 11, 2006) – Zargis Medical Corp., a spin-off from Siemens Corporate Research (NYSE: SI) and a majority-owned subsidiary of Speedus Corp. (NASDAQ: SPDE), today announced that it was selected as a runner-up in The Wall Street Journal's 2006 Technology Innovation Awards. The competition honors breakthrough technologies from around the world in several categories.



As published in today’s Wall Street Journal, Zargis was selected as a runner-up in the Medical Devices.."

mikestock69

08/09/09 4:35 PM

#7 RE: rlwinvestor #5

what I got from the article and I have known for a long time is that Solid State Drives break down the more you write to them. I think their technology takes a snapshot image of the frequently used portions of the disk and loads them into a DRAM Cache and only write the contents when it knows it wont change for a while. I assume it needs to learn these habits first right? or are they loading the whole drive image to the DRAM?