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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: Jacques Tenzel who wrote (25675)11/15/2002 4:43:37 PM
From: ikonoklast53   of 27311
 
Re: Tablet PC

Jacques, I think that the battery shipments to wistron for the tablet pc along with the "greenlight" given by the two OEMs go hand in hand. Once wistron begins shipping to whichever notebook OEM, they will need to stock extra batteries. Godevias comment about now that its in the hands of the sales and marketing people to negoiate quantity and pricing was suggestive of that, imo. Dell has stated publicly they are not interested in entering the tablet pc market at this time, Stan Shih, chairman of Acer heard they are...

November 12, 2002
New Apps Key to Tablet's Success, Shih Says

eweek.com

<<eWeek: Do you think Dell and IBM will enter the field.

Shih: From what I've heard, they're already there. Dell is already coming in.>>

Hmmm???
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