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

To: kolo55 who wrote (6799)	1/6/1999 4:30:00 PM
From: mooter775	Read Replies (1) \| Respond to of 27311

Another factor to consider: Microsoft announced today that the Windows 2000 product would require processors with at least 300 mhz of memory, I believe, which would render obsolete/inoperable roughly 90% of the computers sold prior to 1998. Result: big upgrade in performance across the board for desktop and laptop computers. And I'd bet that the laptop market will tend to push towards the higher end (read that higher battery requirements) market as well.

To: kolo55 who wrote (6799)	1/6/1999 5:09:00 PM
From: Jay Lowe	Read Replies (1) \| Respond to of 27311

I'm getting the urge to add PDA's as a case in my projections spreadsheet ... anyone got any pointers to raw fundamentals? - volume of PDA sales? - actual and projected growth rates? - types of batts currently used in PDAs (type, size, trends)? - PDA batt cost and price? Going forward to 2003, I have cellphones creating the largest share of revenues ... but, by 2003, will there BE any difference between a PDA and a phone? ;-) Even today, if I smash a PalmPilot into my cellphone, I get something not much bigger and WAY more useful. How shall the projections reflect this trend? We could ignore PDA's as a class, subsuming them under cellphone growth. This seems reasonable to me for the long-term view, considering that individuals will prefer a single unit for the most part, when and if available. In some senses, batteries map more to people than devices.