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Strategies & Market Trends : Steve's Channelling Thread

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To: Logain Ablar who wrote (3457)	7/22/2000 1:53:59 PM
From: Larry Brubaker	Read Replies (2) of 30051

Tim, there are many other competitors for holy business besides Panasonic and Danionics. Sony, Hitachi/Maxell, Samsung, etc., are all working on lithium polymer batteries. In addition, lithium polymer batteries competes with regular lithium ion batteries which are constantly being improved. The holy one received its $17 million worth of orders almost 8 months ago. The lack of any meaningful follow-up orders over that period suggests that their production capacity is significantly limited. Which, coincidentally enough, is exactly what their recent 10-K said about production capacity.

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