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

To: FMK who wrote (6048)	12/16/1998 4:20:00 AM
From: Jay Lowe	Read Replies (2) \| Respond to of 27311

>> A major contract or development could come at any time. And CC will hear about it before we do, yes?

To: FMK who wrote (6048)	12/17/1998 8:40:00 AM
From: Jay Lowe	Respond to of 27311

FMK ... I've been inspired by your efforts to work up my own operating model for VLNC ... I have some questions which you or the threadsters might have some comments on: - what is the price, margin, and profit on cell phone units? - what market share do you see VLNC sustaining, perhaps as a function of time? - what market penetration do you see for LiPoly in 1999, 2000, 2001 ... Sidenote: I ran my own assumptions, starting from a demand/adoption based viewpoint, using prevailing market estimates for #laptops and #handsets shipped per year, LiPoly adoption guesses, market share estimates, and what popped up for a VLNC price @ PE=20? Stablizes around $100/share in 2002 ... IF they can grab 25% of the market. Great minds have similar delusions, I guess. ;-)