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: Robert Cohen who wrote (20817)8/3/2000 1:33:52 PM
From: P. Ramamoorthy  Read Replies (1) of 27311
 
Robert,
Re.:"...solve the issue of second source..."

When QCOM decided to buy Li batteries from VLNC for their cell phones, VLNC was the only source. QCOM was not satisfied with the batteries from a second source (T/B). What is the point of having a second source if no one has the technology to produce Li poly battery or have products that meet VLNC performance specifications?

After Hanil gets qualified for production, Hanil will be the second source for cell phone batteries.

Similarly the French order (Alcatel?) is comfortable with buying from VLNC when there is a second source (SAFT).

For the Laptop PC application, one or two OEM's have to be bold enough to take the risk, design a product around a VLNC battery and introduce to the market. If VLNC maintains the product quality and their financial strength, the single source may become a non-issue. jmo. Ram
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext