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Strategies & Market Trends : Steve's Channelling Thread

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To: mishedlo who wrote (7476)	11/9/2000 9:51:45 AM
From: Rashomon	Read Replies (1) of 30051

Mishedlo: This is from memory, I haven't dug out analyst reports. The potential market for li-polymer batteries for portable devices was projected to be on the order of $5 billion by 2002 or so. The important thing was the growth rate, which if I remember correctly was compounding at about 30 percent annually. However, that's the market for rechargeable batteries, not necessarily li-poly. Holy CEO Dawson claims that li-poly as implemented by the V company has cost advantages over competing non-poly lithium designs, and it certainly can have packaging advantages in batteries about 4mm thick covering large surface areas. Expanding market share in a rapidly growing market could lead to huge growth rates for VLNC -- if they execute. VLNC still needs to get some large POs and ramp production to start proving these points, but the IP agreement today seems very bullish, particularly that Telecordia was willing to take VLNC stock in exchange for the IP rights. Hopefully it is restricted from selling that stock in any form for some period, but we'll find that out at the conference call today.

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