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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: Robert Cohen who wrote (13506)8/7/1999 1:17:00 PM
From: Gordon Quickstad  Read Replies (1) of 27311
 
>>failure of Li-Poly to penetrate the cellular phone niche<<
I think it's pretty hard to penetrate a market that is adequately served by other technology at reasonable prices. The existing phones seem to be at a size that further reduction could be thought of by some as detrimental. It needs to have a convenient sized keyboard and should stretch from the ear to somewhere close to the mouth.

I've always felt that VLNC should go after the markets where the technology really shines. They've done that with the Alliant Techsystems JV with special purpose military batteries. LITH seems to have concentrated on large area format batteries from the beginning as I felt VLNC should have instead of messing around with something generic that goes into a CDROM slot (I still don't know if LITH's technology can cut the mustard). Of course, a huge problem for VLNC is that the special format batteries require a commitment from an OEM to design the new form into a product and that takes a lot of money on both sides and a large gamble that it will pay off.

Re the last CC. It seemed that VLNC didn't want any hard questions about things like working capital and contracts and probably chose the questioners carefully. This probably reflected the desires of the expanded management team - why risk negativity at such a crucial period? I doubt that it will change much on this upcoming CC.
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