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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: Larry Brubaker who wrote (2477)3/23/1998 8:51:00 PM
From: wm sharp  Read Replies (1) of 27311
 
Thanks for the link to the full article. Seems fairly lightweight, though the writers may well have done much more research and it was just edited down to essentially space filler utility. Unfortunate.

I think the LITH press release gives investors more substance about the viability of the general technology and OEM interest in same. I and other investors I've spoken with noted that the quote from Compaq in the Business Week piece came from one of their marketing people - someone who can be relied upon to defend the current product line, particularly if it's the competition who has implemented the newer technology. Fred posted at some point last year that Compaq had actually published their own study delineating the benefits of polymer in areas such as weight and volume.

The substance of both press items suggests that any negative knee-jerk reaction in today's VLNC and ULBI trading could very well prove to be a buying opportunity. I'm willing to cheer all three companies on to success, and am pleased that the article at least focused to some extent on the U.S. pioneering of the technology. (The Japan and Malaysia references were nebulous.) I won't forget Valence's statements that, at full production, they'd be happy to capture a small percentage of the huge market for portable rechargeables. For investment, I chose Valence over the other two because I feel, at today's prices, we're getting significantly more R&D history, patents, and production capacity for each dollar invested.
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