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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (3457)	7/22/2000 9:17:10 AM
From: SBHX	Read Replies (1) \| Respond to of 30051

Tim, What I could not understand about the holy one is that it looks like it makes Li-Ion batteries for cell-phones, that seemed like a simple and solid enough business. What I didn't understand was the implied royalties and patent portfolio. What's that about? Does this mean that (eg) the Nokia 8210 with its tiny batteries may be violating some polymer-substrate patent they have? On the flip side, the days of the phone owner buying a spare battery is largely over. Even the tiny nokia 8210 lasts a good 5 days between recharging. It is even built in such a way that makes battery removal inconvenient. jmho.

To: Logain Ablar who wrote (3457)	7/22/2000 9:32:33 AM
From: gancho	Respond to of 30051

Thank you Tim for your answer, I'm new at this , but will follow you and Zeev closely to see if I can pick up a few pointers. g P.S. I have never shorted a stock.

To: Logain Ablar who wrote (3457)	7/22/2000 1:53:59 PM
From: Larry Brubaker	Read Replies (2) \| Respond to of 30051

Tim, there are many other competitors for holy business besides Panasonic and Danionics. Sony, Hitachi/Maxell, Samsung, etc., are all working on lithium polymer batteries. In addition, lithium polymer batteries competes with regular lithium ion batteries which are constantly being improved. The holy one received its $17 million worth of orders almost 8 months ago. The lack of any meaningful follow-up orders over that period suggests that their production capacity is significantly limited. Which, coincidentally enough, is exactly what their recent 10-K said about production capacity.