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

To: Zeev Hed who wrote (7747)	11/13/2000 12:31:53 PM
From: Rashomon	Read Replies (1) \| Respond to of 30051

Zeev, agree with you that the $100 target on VLNC is very, very rich; however, I do think that the demand side is quite elastic here. If Dawson is right and eventual costs can be quite low, one can envision li-poly finding many unexpected homes -- electric bicycles are just starting to take off in a big way in Europe, for example. If you look at the transportation, load-leveling, and portable electronic markets, the total demand for rechargeable batteries (potentially li-poly) may well exceed today's projections substantially. I also found it very interesting on this conference call that Dawson was asserting that VLNC has designs for high current-draw applications, which is contrary to my previous understanding of the Belcore design applications. But all this is total speculation, and should be filed for eventual consideration in light of how VLNC executes over the next couple of quarters.