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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: Pallisard who wrote (4344)10/4/1998 8:24:00 PM
From: FMK  Read Replies (1) of 27311
 
Pallisard, IMO you are on the right track. I have been carefully gathering information on machine production rates etc for a long time. I also find it likely that profit margins could easily exceed 50% for being first with volume of a high demand product. Some ULBI analysts were using 65% margins about 2 years ago.

I may encounter some flack for this, but IMO it would not be unreasonable for you to assume an 8 month time period for a $100 million laptop contract and a profit margin of 50%. You should also allow for several simultaneous contracts for laptops and cellphones over the next year.

Regards, FMK
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