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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: Jibacoa who wrote (4063)9/2/1998 8:34:00 AM
From: John Curtis  Read Replies (1) of 27311
 
Bernard: Off topic. I think there any number of tangential "plays" to the Nissan announcement which could be considered viable, all with the proper due diligence of course. Regarding fuel cells, the general thinking is that there won't be a direct leap from petroleum based fuel sources to hydrogen, for any number of reasons such as the mass cracking/transport/storage infrastructure ain't in place yet, much less the on-board cracking/storage/etc. aspects of hydrogen is still in its infancy. A logical "mid-point" in the transition to pure hydrogen based fuels would be methanol. So of course a methanol based player would be an intriguing play. By the way, you might research company's that are into fast, efficient hydrogen cracking products, for all the obvious reasons.
As for the Nissan announcement, I like the "feedback" loop they appear to be establishing. What's that? Oh, the lithium-ion battery acting as an energy "sink" from which is pulled the power to help refuel the fuel cell and, I'll bet, that during fuel cell operation there's some sort of trickle charge(not to mention regenerative braking, etc.) recharging the lithium-ion "sink." If you thow in solar cell technology then I see all kinds of home applications you can derive from that sort of feedback loop. Just food for thought.

Regards!

John~
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