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Technology Stocks : VALENCE TECHNOLOGY (VLNC) -- Ignore unavailable to you. Want to Upgrade?

To: John Curtis who wrote (15096)	10/6/1999 10:52:00 AM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 27311

Even though investors are waiting (or anxious about PO's), my guess is that VLNC has some PO's (may be, for small quantities for testing with OEM's Re.: "design in" programs). The facts are: (1) they are borrowing $3MM/month for operating the plant (2) several people (175?) are working (3) they are hiring people for quality control (4) they are buying additional lines and trouble-shooting, etc. The competition is heating! VLNC has a couple of things to protect their window of opportunity. (Re.:Tickertype) (1) VLNC has prevented Arcotronics line with certain features from selling to anyone else. Even if they are sold, it takes a lot of time to get it operating for commercial production. VLNC has gone through this phase (Re.:the Klockner line.) (2) Lev is not interested in licensing the technology to others at this time (3) safety issue with cobalt technology (Re.: Arthur D Little report) (4) VLNC (patent) claims Re.: Manganese technology (Gen 2?) From Arthur D Little's summary: LiMn2O4 shows a surprisingly low onset temperature and unexpectedly slow decomposition rate to runaway. (Runaway reactions could lead to an explosion.) LiNi0.8Co0.2O2 (could not get the subscripts, Dennis V!) is the least thermally stable once the onset of reaction is reached. LiCoO2 falls in the middle. Partial substitution (with nickel) does not help. Surprisingly, LiCoO2, supplied by different vendors (Vendors A, B, and C) exhibits varying degrees of thermal stability, therefore potential safety in contact with electrolyte. arthurdlittle.com It is important to get it right the first time. Both hidden and actual costs of rework are enormous. Edit: Looks like bulls and bears are both strong today. Ram