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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: MKT_entropy who wrote (25044)11/10/2001 9:25:49 PM
From: Rich Wolf  Read Replies (1) of 27311
 
M_e, good to see you. Do you know this Dr. Abraham? The PR does read as something of an overstatement, since as you noted he only reviewed a report, and was not involved in the data collection or analysis himself.

Larry also makes a good point about the company not being well-financed, though that is not always an indication that the discovery is not valid.

Meanwhile, any whispers about Goodenough vs Valence materials?

OT my hunch is that the eventual killer app (in terms of revs) for the G+H-Q/V-Bellcore technologies may actually be hybrid EVs in the 5+ year timeframe, rather than for laptops (given fine performance of liquid electrolyte cells of small profile, and overcapacity of production). Have you any thoughts or inputs on this, e.g., in re: current drain needs for SLI and hybrid vehicle technologies? I'm watching Delphi's lead in this context. TIA
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