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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: kolo55 who wrote (3041)5/26/1998 9:13:00 PM
From: FMK  Read Replies (1) of 27311
 
Paul, thanks for your response. I believe the charging circuits for liquid can be used also for polymer if the cathode and anode materials are the same. There would be a difference for the cobalt-cathode versions (3.6 volts vs 3.8 volts for Manganese Oxide). It should be feasible for Valence to switch to Cobalt for such applications.

Regarding market size, I remember a statement last fall that Valence would consider it a milestone to achieve 5% of the world market. It would only be through alliances, licensing agreements etc that manufacturing capacity could grow at a sufficient rate to achieve a major market share. The statement probably included cellphone applications, which would suggest a greater % (perhaps 15%) of the portable computer market if all their capacity were directed there.

It would be helpful to know the portable sales projections for various computer manufacturers.

Regards, FMK
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