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Technology Stocks : VALENCE TECHNOLOGY (VLNC) -- Ignore unavailable to you. Want to Upgrade?

To: I. N. Vester who wrote (16180)	11/15/1999 9:49:00 PM
From: P. Ramamoorthy	Respond to of 27311

Re.:"...what about profits from Hanil-vlnc?..." How about Alliant JV? Ram

To: I. N. Vester who wrote (16180)	11/16/1999 4:42:00 AM
From: Jay Lowe	Read Replies (2) \| Respond to of 27311

>> Jay, what about profits from Hanil-vlnc? Good point. Might want to sort the revenue possibilities into some sort of divisional categories. That would make it easier to clearly identify the assumptions associated with them. Interesting synergy here between Lev's goal of $250M run rate and the demand-side revenue numbers I worked up starting from laptop and cellphone sales estimates. halcyon.com If you examine the Y2000 column, you see that a 15% penetration rate of LiPoly in predicted new laptops sold, plus a 15% penetration of LiPoly into cellphone/PDAs, both at a 25% VLNC market share ... yields what? Yep ... $243M. I'd be curious to know how Lev came up with a $250M goal. Is that aupply or demand vision, I wonder? I wonder how they did initially size their goal ... curious, eh?