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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: Jay Lowe who wrote (2967)5/21/1998 3:13:00 PM
From: kolo55  Read Replies (1) of 27311
 
I agree with your comments in general.

Except for a couple of indicators that point toward a faster ramp. Like the last poster, I suspect the laptop OEMs are under a bit of a competitive pressure to move toward these batteries now. The Mitsubishi laptop announcement (using batch ULBI batteries) is putting pressure on the other laptop makers to 'match features'. So I suspect a lot of the 'design in' is ongoing as we speak. In fact, wasn't the Micron Electronics announcement that said lithium polymer batteries would be available for their recently announced laptop in the fall? Its seems like they have already designed their units to accept Li-poly batteries... although that seems difficult to believe, since I'm assuming the Li-poly batteries will require custom designed recharging circuitry etc. to get the full performance benefit.

But the point still remains, that if this new battery represents a significant breakthrough, then the laptop guys are going to move fast on this. And the Mitsubishi, Micron, and Acer (the guys who are apparently putting some into funding Lithium Technology(LITH)) have made announcements and actions that indicate they are moving as fast as they can push it.

This leads one to the accelerated schedule timeline I surmised. But I wouldn't be surprised if the timeline is longer, as you suggest.

At the current price, this stock represents a very favorable risk/reward play at this time.

Paul
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