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.
Technology Stocks : VALENCE TECHNOLOGY (VLNC)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Javelyn Bjoli who wrote (1117)10/2/1997 8:37:00 AM
From: John Curtis   of 27311
 
Javelyn: Overall, I can't disagree with your statements. Clearly until manufacturing capacity can meet demand there'll always be an "home" for alternative battery technologies. And since we all know how difficult the mass manufacture of Li-poly is, that rampup speed will be governed by the abilities of the players trying to crank them out.

So I agree NiMHd, Li-ion, etc., will survive for, if I was to guess, the next 10 years? However, in certain market sectors like cellphone, laptop and other's, I'd expect Li-poly to become the dominant energy sink, with that rise to dominance limited only by OEM's abilities to "corner" the available supply. Subject to manufacturing capacity constraints, and the manufacturers business tendency to, perhaps, not have all their production tied up by one OEM(the "all eggs in one basket" idea?). Just an opinion, of course.

Either way you choose to view it, VLNC, ULBI & others should do quite well over the next couple of years, eh?

Regards!

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