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: hcirteg who wrote (7731)	1/31/1999 12:30:00 AM
From: Jay Lowe	Read Replies (5) \| Respond to of 27311

Valence Opt Case %LiP in 2000 60% VLNC Max Market Share 33% Laptops Section 1998 1999 2000 2001 2002 2003 2004 2005 Laptops (M) 12 15 19 23 29 37 46 57 % employing LiP 20% 60% 60% 50% 40% 30% 10% LiP Laptops (M) 3 11 14 15 15 14 6 LiP Add-on Packs (M) 2 6 7 7 7 7 3 Laptop LiP Batts (M) 5 63 99 107 107 94 16 Laptop Batt Price $75 $75 $75 $75 $75 $75 $75 $75 Margin 33% 25% 20% 18% 16% 14% 12% Laptop Batt Unit Profit $25 $19 $15 $14 $12 $11 $9 Laptop Profit (M$) $ 111 $1,187 $1,483 $1,448 $1,287 $ 990 $ 147 VLNC Market Share 20% 20% 20% 20% 20% 20% 20% VLNC Profit (M$) $ 22 $ 237 $ 297 $ 290 $ 257 $ 198 $ 29 Phone/PDA Section 1998 1999 2000 2001 2002 2003 2004 2005 Phone/PDAs (M) 120 150 188 234 293 366 458 572 % employing LiP 20% 60% 60% 50% 40% 30% 10% LiP Devices (M) 30 113 141 146 146 137 57 LiP Add-on Packs (M) 15 56 70 73 73 69 29 Phone LiP Batts (M) 45 169 211 220 220 206 86 Phone Batt Price $15 $15 $15 $15 $15 $15 $15 $15 Margin 25% 24% 23% 22% 21% 20% 19% Phone Batt Profit $4 $4 $3 $3 $3 $3 $3 Phone Profit (M$) $ 169 $ 608 $ 728 $ 725 $ 692 $ 618 $ 245 VLNC Market Share 33% 25% 20% 18% 16% 14% 12% VLNC Profit (M$) $ 56 $ 152 $ 146 $ 131 $ 111 $ 87 $ 29 Totals Section Total VLNC Profit $78 $389 $442 $420 $368 $285 $59 VLNC Shares (M) 40 50 60 60 60 60 60 VLNC Profit/Share $1.95 $7.78 $7.37 $7.00 $6.14 $4.74 $0.98 VLNC Share Price @ PE 20 $39 $156 $147 $140 $123 $95 $20