SI
SI
discoversearch

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


To: add who wrote (16594)12/2/1999 4:40:00 PM
From: Jay Lowe  Read Replies (2) | Respond to of 27311
 
>> Feel the penetration:

Yes. I have proposed admittedly optimistic numbers of 33% LiPoly adoption in mobile appliances by 2001 with a 25% VLNC market share.

As Larry has pointed out (good research), wiser heads (Darnell group) than mine think 7.5% is more reasonable.

I believe however that these wiser heads will hustle to update their numbers ... I think LiPoly will wash in faster than the established pundits, hypnotized by their focus on the LiIon/NiCad balance, believe.

But ... that's still trying to know the unknowable.