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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: gvander who wrote (7720)1/30/1999 3:08:00 PM
From: FMK  Read Replies (2) of 27311
 
<<Prismatics seem to be getting better. Does this bother you?
Are you watching the competition or our you writing them all off? (see any surprises or new strategies on the horizon?)>>

If they seem to be getting better, how do they compare with Valence's specs? Remember the Hanil spec should represent a recent, but not necessarily latest, Valence version at 170 wh/kg and they are accomplishing that with patented lower-cost manganese oxide cathode material.

Writing off the competition? Valence is concentrating on high volume of only a few applications. I agree with their approach. As you pointed out, there are many applications and many companies striving to produce a product to keep track of.

As an example, my neighbor might start hand assembling some batteries in his garage next month. He might start a web page. With the power of the internet, it might hit your radar screen and you will post it on the Valence thread. It doesn't mean my neighbor is a serious threat to Valence.

You should therefore try to keep things in perspective.
Remember a single Valence Arcotronics line should be capable of producing Matshshita's intended monthly target of 300,000 small cellphone batteries in about 4 days!

I am comfortable that Valence is far ahead in performance and production capability. Valence investors should keep in mind that one shift per day on just the first production line is enough to break even and the reported 270 in NI should be running at least 1 shift on at least two lines at present(more than required to break even).



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