weekend postings may inspire some excitement, page-33

Glyco

Now put a more reasonable pe value since there really are many many times as many applications and customers than just Visteon so the growth potential is massive. Any widely adopted disruptive technology that becomes entrenched in new platforms is here to stay for a long time. That means steady resupply and rapid growth from new entrants wanting to compete by adding the devices to their own platforms. Small, cheap variants of these devices could become embedded in a whole new hierarchy of consumer products. That growth will be seen by the market as making a much higher pe mandatory. First Solar is a good example in at least some ways although the profitability of First Solar will never approach that of TZ. If they elicit a high pe with much reduced profitability then it is all the more reason to assign a higher potential pe for TZ in the next couple of years post float.