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

To: John Curtis who wrote (20773)	8/2/2000 8:09:29 AM
From: ikonoklast53	Read Replies (1) \| Respond to of 27311

OT: GM To Unveil Hybrid Light Truck Today! This could be potenially huge for VLNC (film/laminate sales). IF they go with the LiPoTek 42-volt system from Delphi. If you recall from the last cc Lev stated that VLNC can sale film (at a profit, I presume <G>) cheaper than ANYBODY's cost to produce it. Most likely and which Lev has stated, he anticipates Delphi will buy film from Valence. Recent (and some dated) news to support my speculation: '99 Detroit trade show <<"The luxury car you are seeing now will probably be the last to have a conventional 12-volt electrical system. In a Detroit engineering show, a Renault Megane appeared with a 36V lithium polymer battery in the trunk, which American company Delphi had engineered with electronic steering assistance" Auto Industry News>> pacificlithium.com Standard and Poor's Study- PR, 7-27-00 <<...But Standard & Poor's expects that 42 volts will become a self-supporting phenomenon. The benefits it provides will become prerequisites to satisfying market demand for improved comfort and convenience and regulatory requirements for reduced emissions and fuel consumption. While Renault SA recently announced it will rollout a model with a combination of 14- and 42-volt power, in 2004, with a complete 42-volt system not expected until 2007, Standard & Poor's predicts that 42 volts will be first applied within the next two years to vehicles and markets where the benefits it enables will be of greatest value to the vehicle owner.>> biz.yahoo.com From Worldlyinvestor.com (7-28-00) 'Electrifying Launch' <<...Delphi is a leader in America in developing the pieces of the 42-colt electrical systems that are coming to the market soon. According to a preliminary copy of a report by Standard & Poor's DRI in London, the ``market for the systems, which would improve overall passenger comfort and safety, will be substantial -- 25% to 35% of the light vehicles produced in North America, Europe and Japan will have 42-volt systems by 2010.'' Sales start in 2002, with production of 46,000 units, but annual production will be 2.8 million units in 2006, as current car platforms are replaced with their more fuel-efficient successors. Delphi's sold $58 million in telematic products in the quarter, up from $8 million a year ago...>> biz.yahoo.com The largest hurdle overcoming the introduction of Li-poly to the marketplace WAS mass production. Which IMHO, Valence and Delphi solved back in the 97-98 time-frame, which ended their SUCCESSFUL jv. Hopefully today will see some evidence of this. Although sale of film could be 9-12 months out, that's only if GM's hybrid will be using Li-poly battery, this of course is all MHO.