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

To: mooter775 who wrote (22217)	11/10/2000 5:39:40 PM
From: Dennis V.	Respond to of 27311

I listened to the replay and am pumped! The connection was perfect and improved the message considerably. As Rich indicated, Lev is going to produce beaucoup batteries, don't be distracted by the Qualcomm talk; transitioning to a licenser only is in the future and will be determined long after Lev is gone. A German group is chomping at the bit to license; absolutely no question that others will follow, in my mind at least. I didn't know about the 17% toll that the Asian companies have to front for European sales. They must convert to polymer and they must adopt Manganese to compete. Otherwise, they will be shut out for some products due to built in advantage for Valence and the Europeans. Only downers are delayed delivery of the German assembly machine("big machine") and Hanil delay. The delay is the reason revs fell short. Evidently, Hanil was factored to buy large quantities of electrode tape(film) and this hadn't happened by end of Q. On the other hand, there is no known alternative to the "old" Bellcore tech. The extensive DD that Bellcore did with Valence validates the unique capabilities and strategic advantage Valence has in producing these advanced batteries. Gen III is coming in a couple months! This company is going to be huge!