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

To: Zeev Hed who wrote (17935)	1/31/2000 1:58:00 AM
From: Larry Brubaker	Read Replies (2) \| Respond to of 27311

Zeev, your estimates of yield seem quite fair. I don't know where FMK gets his claim of 90%. When directly asked about yield during the last conference call, they declined to answer.

To: Zeev Hed who wrote (17935)	1/31/2000 2:54:00 AM
From: I. N. Vester	Respond to of 27311

initial margins will not be representative of margins at full production rates. it will most likely take at a couple quarters (including the current one) before we see a quarter's worth of full production. this is especially true if the hypothesis about needing time to achieve optimum yields is true. on that i would refer readers to rich wolf's detailed analysis of the process steps and yields. He seems to have a deeper understanding of the process. Also from what i know i certainly expect margins to vary with target OEM device, and I would not be surprised if the initial PO(s) were done at a low price, especially given that the company was fully under attack by CC at the time of the first PO which was announced the day of the last CC. The company needed to close that deal on a specific time schedule which probably gave the oem price leverage. We will see what info we can get out of the company at the SHM, tho this is an area where they have lots of reasons to limit the information they release, imho.

To: Zeev Hed who wrote (17935)	1/31/2000 8:16:00 AM
From: Im-patient	Read Replies (1) \| Respond to of 27311

Zeev, et als....here's something interesting from a LITH spam on RB...an interesting bit of info... PLL is an unlisted New Zealand public company with more than 600 shareholders and access to sources of capital in New Zealand, Australia, Japan, Singapore and the U.S. It has exclusive licensing arrangements with the Massachusetts Institute of Technology and the National Research Council of Canada to commercialize proprietary electrode and electrolyte polymers. PLL is already a significant supplier of high quality battery-specific lithium carbonate to Japanese cathode and electrolyte suppliers. Furthermore PLL has developed and is sampling customers with patented high temperature stable, layered manganese cathode materials which should be ideally suited for both the HEV and portable applications markets. PLL's plant to commercially produce these cathode materials will be commissioned in early 2000. PLL's proprietary technology also includes the capability to reclaim and recycle lithium from depleted batteries. biz.yahoo.com I'd be very interested in more informed others' opinions on the issues involved with another company claiming patented manganese use.... Thanks.... another Fred