ULBI..Ultralife Batteries Message Board

STOCKTALK

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 : ULBI..Ultralife Batteries

ULBI 6.750

-1.7%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: webpilot who wrote (296)	11/26/1998 3:07:00 PM
From: gvander	Read Replies (2) of 522

I liked your new pricing theory. I am going to go out on a limb here and make a few predictions of my own. Of all the industries this is my favorite even though all the public advanced battery plays really don't make much of a difference in my world even if I shorted or went long the entire float of the industry, That said, I still like to take positions here long and short. Predictions: 1. There will be a shake out in the portable energy industry in 2000-2004 2. The size of mobile electronics will shrink to the point where the battery is the largest component (moores law but on scale) To save room some devices will have no traditional input-interfaces at all. 3. Ordinary everyday devices will become self monitoring utilizing the I or I2 to an extent not even conceptualized today. 3G, GPS, VRS, and portable power will enable these devices to leave the drawing room. 4. The first mobile fuel cell will become affordable and commercially available. 5. Very Micro-fuel cells will begin to appear 6. Battery makers will race to make their systems smaller--birth of Ultrapolymers/electrolytes. 7. Hybrid systems will appear utilizing micro-fuel cells, batteries and micro-capacitors. Though long term, each independent pure stand-alone system will again reallocate to new industries breaking the hybrid apart. Each will end up dominating another section of the portable power market. 8. Power requirments will begin to drop as revelutionary changes in display, storage, processing technoglogy begins to appear Some already have: Micro storage: (super mini-disc's and optic become smaller) Dispays: Virtual Retina and LCOS dispay technologies. Processors: techweb.com 9. Some of us will be virtually-connected 24hrs a day bluring the distinction from being on-line and off-line. (e.g. sort of an extremely advanced and concealed version of wearable computing) This will become as natural as wearing a watch today which in essence has virtually connected all of us temporally. 10. FMK will figure out who I am and then proceed to relentlessly pester me to buy VLNC. 11. True forward looking technology portfolios will continue to outperform the market by 7-12 percent per year. Number 10 is just in jest but the others hint at some very real changes that are coming. Where I am vague I am intentionally so but but I think as these begin to occur you will be able to figure out what was left out. Read these for what they imply--not what they say but how and why: zdnet.com zdnet.com gartner5.gartnerweb.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next