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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: gvander who wrote (5434)11/21/1998 5:16:00 PM
From: HQ  Read Replies (2) of 27311
 
GV, Nobody ever said Valence would *not* have competition; in fact, it's important that they do, since VLNC alone cannot come close to filling all the orders that will result when li-poly batteries are the norm.
But your links appear to be meant to deceive: Only one of the four companies you've posted links to claims to have lithium-ion POLYMER batteries, at least as far as I can see. Also, I question whether BattEng is mass-producing--does anybody know?
If I recall earlier posters' estimates correctly, VLNC may eventually be able to satisfy upwards of only 10% of the market's demand for li-poly. And this small share of the marketplace alone will be enough to generate us VLNC longs very nice returns!
Thank you for the links. Now please put this information into some relevant context for us defending your apparent, but obtuse, VLNC-contrary point of view, or don't waste our time asking us to roam the 'net (I have a slow browser). Finally, please tell us also what your UltraLife-is-ahead-of-Valence statement is based on, as it contradicts any information I have seen. Thx,
HQ
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