Lithium Polymer Batteries Message Board

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Technology Stocks : Lithium Polymer Batteries

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To: gvander who wrote (56)	6/23/1997 1:14:00 PM
From: gvander	of 127

It seems that we will soon have to evaluate the companies involved in commercializing lithium polymer on variables other than on production variables. Many companies will be producing lithium polymer batteries within a year. Thus, capacity and production issues are going to become increasingly less important--OEM, Innovation, Strategic, and Marketing issues are going to become much more important. The company that masters this area will likely have an advantage. Remember a company can always add capacity or access financing from the public capital markets once its business model proves superior. I think we should now be analyzing the companies' various business models and strategies. What company is going to stay ahead of the curve? What company is going to keep the pipeline full of new technologies and new OEM relationships? Many of the most popular lithium polymer companies have only one product going but have nothing else going. The problem is that by the time they get into production their technology will very likely be outdated and inferior. (Just look at all the innovations in the last 12 months) We have to try to determine which companies are committted to dominating the "advanced battery market." What companies are putting together a portfolio of products that will allow them to leverage their position and maximize the learning curve. In short what do each of these companies plan to do to stay ahead of the competition? Produce a lithium polymer battery -- yeah but then what? All responses are welcome but please limit the information about business strategies to info stated by the company itself -- please no speculation. Thank you. We need to look out further than 5 years. This has to do with how a valuation of a stock is derived. That value or stock price is mostly comprised of future cash flows beyond 5 years. If the business is not viable beyond 5 years the majority of the value is illusory. The one product wonders will only be in business unitl a better composite is developed -- nowadays about 18-22 months. That is nowhere near 5 years. THis is why I am asking how each of these companies plan to survive long term.

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