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Strategies & Market Trends : Value Investing
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To: hardincap who wrote (41849)3/18/2011 10:53:13 PM
From: Jurgis Bekepuris  Read Replies (1) of 78763
 
I believe they are expecting it to be the Microsoft of the battery market (which includes but is not limited to electric cars): set a standard platform, in this case the battery, and make everyone else have to build on top of your platform.

With all respect I don't believe this is realistic. There are numerous companies working in the battery space, some with much higher resources and know-how than BYD. Even if their guys are really good, so far they have not invented anything that is way beyond what others have done. There is no way that BYD will become next Microsoft. They may be somewhat successful in battery and electric car production but that's the highest level of success they can hope for. This is and will remain a very competitive business.

Not saying you should sell. Just saying what I think about the business.
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