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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: Dennis V. who wrote (16888)12/10/1999 12:57:00 PM
From: Jay Lowe  Read Replies (1) of 27311
 
Yep ... The MSFT/ERCY deal results in WAP being supported in CE and NT more aggressively ... an example of how the the wireless internet appliance market will mushroom. Since these widgets want all the power they can get, better batteries will be an essential gating element.

- power = features
- features are critical to early market share

Thus,

- demand in 2000 will clearly outstrip supply
- premium margins can be sustained

It's cool that the internet wireless feature race depends on ... yep, you got it ... Valence.

;-)
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