Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kolo55 who wrote (6711)	1/4/1999 1:58:00 PM
From: Jay Lowe	Respond to of 27311

>> The top line units are probably around 30% of the market I've captured your comments for my spreadsheet update notes, Paul. Couple of thoughts ... 1) I see LiPoly being incorporated by no more than 50% of laptop vendors in 1999, and only in one product family design ... probably the high-end or very portable lines. 2) If I start designing a laptop now with LiPoly (other than a form/fit/finish compatible plugin) ... it will be late 1999 or 2000 before that device hits the market ... hence sales will not reach the balance sheet until 2000. 3) Some vendors are certainly ahead of others, but all must certainly be hanging on the supply issue to some extent. Overall, I'm less optimistic than you about 1999 laptop adoption, but we come into agreement after 1999. Maybe it's just the engineer in me trying to avoid a "committed relationship" with the end-user ...