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

To: kolo55 who wrote (6693)	1/4/1999 5:36:00 AM
From: Jay Lowe	Read Replies (1) \| Respond to of 27311

Hi Paul ... thanks for the spreadsheet feedback ... I'll work in your suggestions in the next few days ... I found the #laptops and #cellphones numbers from what I considered reasonable sources, but your suggestions are within 10% ... good enough agreement for these OoM estimates. What's your call on LiPoly adoption ramp? What %laptops will have LiPoly as a function of time? %cellphones? I like your suggestion to bag the PE and margin issues and use 5-7x revenues. Back from a holiday ... will take a few days to screw my head on.