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Technology Stocks : Energy Conversion Devices

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To: wily who wrote (5155)8/22/2000 2:31:05 PM
From: Steve  Read Replies (1) of 8393
 
Nice exercise, thanks.

I think you need to divide all your market share projections by a factor of 10 (OUM taking 75% of the flash memory market inside 4 years ? hmmm), and increase the market size numbers by about 20% (because chip market size projetions are _always_ low).

I think this way OUM ends up adding about $75 instead of $500 to the stock price by 2004. Still not a bad return, and based on more conservative numbers. And there are those fuel cells to count in too...
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