SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Steve's Channelling Thread
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Larry Brubaker who wrote (7737)11/13/2000 11:17:33 AM
From: Zeev Hed  Read Replies (1) of 30051
 
I think that the most essential question is if Li-polymer technology will have a foothold in the industry. For years now, Telecordia tried to have a "go" at it, apparently not with much success. The holy one is way behind schedule and reschedule, and Lev would not commit to the time frame when the $70 MM or so run rate will be achieved. I think that the existing licensees of Telecordia now a lot about the impediments to the technology. If they start and sign licensing agreements with the holy one, that should be a sign that the technology has merit, and that the holy one has a lock on the technology. If that is the case, the stock could react to the perception that future royalties will be more important than manufacturing profits, and the question will be what is the time frame and extent of future penetration of the $8 B market.

Zeev
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News