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


To: Zeev Hed who wrote (7787)11/13/2000 11:37:42 PM
From: Larry Brubaker  Read Replies (1) | Respond to of 30051
 
Zeev, I don't remember exactly what they said about market size in the CC, but they have certainly been known in the past to paint a much more optimistic picture in the CC than in the filings:-) Today's 8-K includes several discussions of market size...

<<With a projected market of 1.89 billion rechargeable batteries required worldwide in the mobile communications market through 2005...>>

<<According to IIT 2000, the world market estimate for total lithium-ion polymer cells by 2003 is 200 million units.>>

<<The total lithium-ion market is expected to grow from 295 million units shipped in 1998 to 1.09 billion units by 2005, according to Frost & Sullivan.>>

<<More than 1 billion web enabled mobile devices are projected by 2003, according to the Yankee Group.>>

<<219 million people are expected to use mobile phones to access the Internet by 2004, according to Forrester Research.>>

<<Demand for lithium-ion polymer battery technology for portable electronic devices is forecasted by Kline & Company to reach at least $1 billion a year by 2007.>>

<<The lithium-ion polymer market is expected to be global with almost 50% of lithium-ion polymer demand coming from the United States and Western Europe.>>

<<According to IIT 2000, the world market estimate for total lithium-ion polymer cells by 2003 is 200 million units. The total lithium ion market is expected to grow from 295 million units shipped in 1998 to 1.09 billion units by 2005.>>

Obviously, the one that is the most relevant to VLNC and the most tangible is the one projecting $1 billion in lithium polymer sales by 2007.



To: Zeev Hed who wrote (7787)11/14/2000 8:49:34 AM
From: mishedlo  Read Replies (2) | Respond to of 30051
 
Zeev, no comment on my radishes?

Should we buy this opening gap up today or not?



To: Zeev Hed who wrote (7787)11/14/2000 10:29:13 AM
From: U.B. Green  Read Replies (1) | Respond to of 30051
 
Zeev, well, I got caught in GMST. Do you think GMST will bounce back any time soon?

Regards,
Bernie