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http://1.usa.gov/N1Mt2f]]> Fri, 27 Jul 2012 11:36:22 -0400
http://1.usa.gov/N1Mt2f]]> http://seekingalpha.com/article/527301/comments?source=feed#comment-5009131 5009131 http://bit.ly/KMaSve

Plus FB IPO date likely two weeks away. http://bit.ly/ImCrr4]]> Wed, 02 May 2012 08:47:40 -0400 http://bit.ly/KMaSve

Plus FB IPO date likely two weeks away. http://bit.ly/ImCrr4]]> http://seekingalpha.com/article/527301/comments?source=feed#comment-4870971 4870971 Fri, 27 Apr 2012 17:27:47 -0400 http://seekingalpha.com/article/527301/comments?source=feed#comment-4852131 4852131 Fri, 27 Apr 2012 10:18:54 -0400 http://seekingalpha.com/article/527301/comments?source=feed#comment-4804341 4804341 Thu, 26 Apr 2012 04:17:47 -0400 http://seekingalpha.com/article/527301/comments?source=feed#comment-4804321 4804321 Thu, 26 Apr 2012 04:16:14 -0400 http://seekingalpha.com/article/288209/comments?source=feed#comment-4516931 4516931 Tue, 17 Apr 2012 16:42:11 -0400 http://seekingalpha.com/article/298838/comments?source=feed#comment-2003528 2003528 Sat, 29 Oct 2011 14:10:44 -0400 http://seekingalpha.com/article/292053/comments?source=feed#comment-1893076 1893076 Thu, 08 Sep 2011 11:37:08 -0400 http://seekingalpha.com/article/213037/comments?source=feed#comment-1104495 1104495
Thanks for your response. I understand how the incremental revenues will come about. My concern is that these new batteries (despite being priced higher) will have the same miserable margins traditional batteries have.

Do you see this being a "winner take all" market developing for a time i.e. Xide or another company design and patent a superior battery to cope with start.stop technology and consequently grab a large market share and achieve high margins? Or will competition be similar to the traditional market? Which is more likely?

regards

Michael]]> Fri, 09 Jul 2010 06:43:41 -0400
Thanks for your response. I understand how the incremental revenues will come about. My concern is that these new batteries (despite being priced higher) will have the same miserable margins traditional batteries have.

Do you see this being a "winner take all" market developing for a time i.e. Xide or another company design and patent a superior battery to cope with start.stop technology and consequently grab a large market share and achieve high margins? Or will competition be similar to the traditional market? Which is more likely?

regards

Michael]]> http://seekingalpha.com/article/213037/comments?source=feed#comment-1097385 1097385
Thanks for all the research you have done. I am a believer of your general thesis. However I have some questions around who will actually benefit from this.

Let’s use Exide for example. They are operating in the industry that from 2015 could have an additional $2billion tailwind in revenues due to start stop motors being implemented. This I rate as a high probability. What I cannot put a high probability on is who will benefit from this.

Will the company who comes up with these new batteries for start stop motors get patent protection and dominate the industry for a period of time before something better comes along? Or will a variety of producers snare their respective market shares - in this case I worry that this industry/XIDE profitability will continue to be awful due to the intense competition, despite the increase in revenues.

Thanks

Michael]]> Mon, 05 Jul 2010 12:40:11 -0400
Thanks for all the research you have done. I am a believer of your general thesis. However I have some questions around who will actually benefit from this.

Let’s use Exide for example. They are operating in the industry that from 2015 could have an additional $2billion tailwind in revenues due to start stop motors being implemented. This I rate as a high probability. What I cannot put a high probability on is who will benefit from this.

Will the company who comes up with these new batteries for start stop motors get patent protection and dominate the industry for a period of time before something better comes along? Or will a variety of producers snare their respective market shares - in this case I worry that this industry/XIDE profitability will continue to be awful due to the intense competition, despite the increase in revenues.

Thanks

Michael]]>