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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (7741)11/13/2000 10:24:43 PM
From: Larry Brubaker  Read Replies (1) of 30051
 
Zeev, from today's VLNC 8-K filing.

<<Demand for lithium-ion polymer battery technology for portable electronic devices is forecasted by Kline & Company to reach at least $1 billion a year by 2007. This represents a significant growth opportunity for companies that can participate in this industry.>>

The $1 billion per year market for lithium polymer is forecast for 2007, not in two years. Assuming licensees of VLNC capture all of this $1 billion, and VLNC generates licensing fees totaling 5%, we are 6 years away from $1 per share of revenue from licensing. Seems like a long time to wait for fairly modest revenue.

On the other hand, I see the stock was pretty strong today. Any read on the technical picture?
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