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Technology Stocks : ULBI..Ultralife Batteries
ULBI 6.560+1.8%3:55 PM EST
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To: webpilot who wrote (121)11/9/1997 6:32:00 PM
From: Javelyn Bjoli  Read Replies (1) of 522
 
webpilot, thanks for posting that article link, I might have missed it for a couple of days otherwise.

As I've said here, I believe ULBI to be a more believable story than VLNC regarding production. That makes the story much more scary to me because it casts large doubt over the technology rather than hand VLNC a big advantage.

I have been completely out of both stocks for a couple of months waiting for the real story to develop. I am as bullish on the technology as anyone on SI, but the level of froth in the VLNC thread scares me. I think it will be much less, much later in 1998 than presently predicted. 1999 should be a good year for polymer, but 1998 is a big question mark with a lot left to be proven by the would-be vendors. When I am convinced that they are ready to go with production I will buy into these stocks.
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