VALENCE TECHNOLOGY (VLNC) Message Board

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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: kolo55 who wrote (6799)	1/6/1999 5:09:00 PM
From: Jay Lowe	Read Replies (1) of 27311

I'm getting the urge to add PDA's as a case in my projections spreadsheet ... anyone got any pointers to raw fundamentals? - volume of PDA sales? - actual and projected growth rates? - types of batts currently used in PDAs (type, size, trends)? - PDA batt cost and price? Going forward to 2003, I have cellphones creating the largest share of revenues ... but, by 2003, will there BE any difference between a PDA and a phone? ;-) Even today, if I smash a PalmPilot into my cellphone, I get something not much bigger and WAY more useful. How shall the projections reflect this trend? We could ignore PDA's as a class, subsuming them under cellphone growth. This seems reasonable to me for the long-term view, considering that individuals will prefer a single unit for the most part, when and if available. In some senses, batteries map more to people than devices.

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