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

To: Pallisard who wrote (22210)	11/10/2000 4:34:22 PM
From: Rashomon	Read Replies (1) \| Respond to of 27311

Pallisard: Lev may not be interested in manufacturing hundreds of thousands of batteries per month, but he has to do it to demonstrate and prove the technology and thus enter licensing nirvana. Apple engineers are crying out for a reliable source of li-poly batteries in those quantities, and they haven't found one yet. If not VLNC, who? And when? We'd all be best served if VLNC gets a few large contracts for large batteries, sources them primarily from NI, and uses licensees as second sources. The prototypes and small quantity stuff can still come from Reno. But manufacturing in NI must be fixed.

To: Pallisard who wrote (22210)	11/10/2000 4:36:16 PM
From: Robert Cohen	Respond to of 27311

I still believe that VLNC MUST show that they are capable of producing volumes sufficient to demonstrate that the technology can be massed produced at LARGE volumes with a yield and cost that lead to profit before any licensee will come on board. They have already shown to me and the various OEM's that the primary technology is viable and can meet the most strict design requirements. If they can in fact demonstrate this, then the game is over and we win! If not the technology must be further refined and we cannot expect adding to the bottom line from either manufacturing or from fees from licensees in the near future. Robert