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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: bigcue2000 who wrote (22388)11/17/2000 12:24:42 PM
From: Dennis V.  Read Replies (1) of 27311
 
Bigcue, that's a murky area. It looks like the joint venture is to be converted to a licensee. One upside is that Hanil, in particular, could bid on contracts outside Korea. Whether this "second source" will have laptop battery capability anytime soon is questionable. Hanil was being prepared for cellphone batteries. The financial arrangements would include upfront fees and royalties which is favorable, IMO.

I think the latest Bellcore patent has been known to licensees for some time and could account for Lev's projections of millions of batteries at very low cost. Unfortunately, there has been a hitch resulting in delayed delivery of the German assembly machine which may be based on the new technology. However, existing equipment should be capable of servicing a laptop order. It would probably even be profitable, or at least produce better gross margins than we've seen so far.
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