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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: P. Ramamoorthy who wrote (24925)9/26/2001 12:19:15 AM
From: Rich Wolf  Read Replies (3) of 27311
 
Until the world economy picks up and demand exceeds capacity, I agree that it is unlikely that any manufacturers will be motivated to invest in capital equipment for new technologies that only marginally improve the products.

OTOH, there will be a time when the relative improvement is great enough, and the manufacturers with long-term horizons will be planning for that time in advance.

Eventually, lithium-polymer cells may become mainstream products, and if that comes to pass, the phosphate materials will likely be front and center.
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