Frank Coluccio Technology Forum - ASAP Message Board

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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: Jay Lowe who wrote (431)	11/22/1999 12:52:00 PM
From: Jay Lowe	Read Replies (1) of 1782

Lithium Polymer Batteries All these intelligent cellphones, PDAs, and blazing new laptops all need ... more power ... for longer operating life and to add features. Lithium Polymer battery chemistry has been developing for some time now as multiple vendors struggle with the details of production yields and QC in volume production. LiPoly offer much higher energy density, lower weight, and it is moldable into various shapes. Imagine a laptop with it's battery molded in behind the screen with a real 12 hour operating time. Usability of cellphones and PDAs is strongly influenced by effective operating time. First generation LiPoly offers 3x energy density over LiIon ... 6x over NiCad. Info on Lithium Polymer players ourworld.compuserve.com [enter stock hype mode] One of my favorite little companies, Valence Technologies (VLNC) last week received it's first PO from a repackager (Moltec) for batteries destined for an undisclosed OEM. Research indicates this OEM is Qualcomm and the product is the Globlstar satcom handset. VLNC has a unique manganese cathode doping approach which offers major advantages over the cobalt-based chemistries all other vendors are attempting to use. Sony recently canceled it's cobalt-based research. VLNC has 100+ patents issued and more than 400 total reportedly applied for covering various aspects of their process. Based on this PO, over the past few days VLNC has moved from $6 to $9+. I believe follow-on POs will take VLNC to $20+ ... and a 25% market share at 5 PSR values them at $100. The company intends to meet a run rate of $250M in 2001. My independently derived demand side projections call for a $1B market in LiPoly cells in that same timeframe ... note the synergy between estimated demand and the company's run rate goal. My demand-side projections: halcyon.com VLNC website: valence-tech.com SI thread: Subject 3584 [exit stock hype mode]

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