SI
SI
discoversearch

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)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Dubsky who wrote (1349)11/12/1997 1:35:00 PM
From: FMK   of 27311
 
Hi Paul, I just spoke with the analyst who shared notes from the AEA convention as described in my post # 1328. She was not surprised that the licensing strategy was de-emphasised during the Conf. call since it could jeapardize ongoing negotiations. It did provide a chuckle, however, that "what was on the plate last week is not on the plate this week!"

I re-confirmed the $200 vs $700 mln and other numbers - it was stated that 4-5 years ago it cost $1 in capital for $1 annual revenue for the technology. In Japan it is $7 for $1 and with Valence's help it could be reduced to $2 for $1.

There were fewer attendees than I had originally assumed. The presentations were made in hotel suites with beds removed and approximately 20 chairs. About 6-10 attended per session with a few walking in or out during the presentation.

<<what's the story on the laminating facility? I don't recall this as being a seperate step at the NI facility.>>

I remember problems with the laminate materials from a N.J. vendor 6-8 months ago such as uniform thickness. The company had worked with the vendor and received good material for a while but the occasional bad shipment prompted them to purchase and equipment and move it to the plant in Ireland.

As Cal Reed stated: "We now have control of the entire process, from start to finish."

Cal also confirmed the 240 bi-cells per minute that translates to 10 cellphone batteries/min or about 12 million/yr for 3 shifts.

Best Regards, FMK
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News