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


To: Chisy who wrote (18524)3/2/2000 11:02:00 AM
From: P. Ramamoorthy  Read Replies (1) | Respond to of 27311
 
Chisy,
Re.: Cell phones

Recall Lev's statement during the last CC. He did not want to fill up his plant capacity with cell phone orders. My interpretation was:
(1) no problem in getting cell phone orders, a fast "exploding" market.
(2) he wants to get into the higher margin, larger size products and applications like laptop PC's and Palm's. Large size, light weight, safe battery technology is the key competitive edge VLNC has, for which the market is taking the "wait and see" attitude. jmo

Lev will soon find out that today's cell phones will transform into wireless Palmtop PC's with Internet B2B. All the big gorillas are betting on it: MSFT, Nokia, MOT, Telco's, etc. VLNC battery business will grow accordingly. Ram