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interview faber, page-110

  1. 1,373 Posts.
    I think if you include the full value of the Visteon deal as part of the 2009 platform the total value could well exceed $300M worth of booked orders listed for the prospectus and valuation. Don't count on more than $10/unit for the Visteon fasteners. They are probably cheaper than that since they have reduced the controlling electronics to the size of a wafer thin section about a millimetre square with internet addressing that all costs a couple of dollars to produce. As DF said, the costs are now competitive in most market applications and that means cheap. So we will see much higher unit sales but much lower ticket prices. The profit per unit I have been working on has been set at $5. The real profits will flow after the IPO as more of the medium-term platform applications become locked in.
 
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