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To: JeffreyHF who wrote (109699)2/20/2012 8:21:04 AM
From: slacker7111 Recommendation  Read Replies (1) | Respond to of 117477
 
This speaks to timing, not technological superiority. There's no way, at least until the fab under construction is operational, that enough Mirasol screens could be produced to satisfy such a volume customer. Let's see what happens next year.


Everything I have seen points to Mirasol being a better overall solution than color e-ink.


The two big questions I think relate to pricing and capacity. We still dont have much of an idea about the relative pricing of e-ink/color e-ink and Mirasol. Maybe the Amazon launch will answer one half of that question. The second unknown is the capacity of the Mirasol fab. I am not sure that they could 3 million units a month even after the 2nd fab launches (though that is completely based on various WAG's on capacity).


Slacker



To: JeffreyHF who wrote (109699)2/20/2012 1:25:29 PM
From: engineerRead Replies (1) | Respond to of 117477
 
are we sure the fab is NOT operational, at least to pilot runs? I think it has been running..


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