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

To: Robert Cohen who wrote (20817)	8/3/2000 12:38:18 PM
From: Richard M. Jimmink	Read Replies (1) \| Respond to of 27311

Bob, We have a lead time on a specialized piece of equipment which determines the production time of a licensee. Does anyone remember, what the item was, and time required to have the item delivered and put in operation???? Dick

To: Robert Cohen who wrote (20817)	8/3/2000 1:33:52 PM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 27311

Robert, Re.:"...solve the issue of second source..." When QCOM decided to buy Li batteries from VLNC for their cell phones, VLNC was the only source. QCOM was not satisfied with the batteries from a second source (T/B). What is the point of having a second source if no one has the technology to produce Li poly battery or have products that meet VLNC performance specifications? After Hanil gets qualified for production, Hanil will be the second source for cell phone batteries. Similarly the French order (Alcatel?) is comfortable with buying from VLNC when there is a second source (SAFT). For the Laptop PC application, one or two OEM's have to be bold enough to take the risk, design a product around a VLNC battery and introduce to the market. If VLNC maintains the product quality and their financial strength, the single source may become a non-issue. jmo. Ram