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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (7776)	11/13/2000 8:29:26 PM
From: Mark Johnson	Respond to of 30051

Valence Notes: o Valence Technology's success will be fueled by very unique competitive advantages of Bellcore technology following the completion of the acquisition. o License and control of significant intellectual property on lithium-ion battery technology o Extensive third-party relationships o Battery technology for the mobile telecommunications and mobile computing markets o Increasing number of high-growth applications for lithium-ion polymer batteries o Vertically integrated manufacturing o With over 790 patents either issued or pending, Valence will be a leader in development of the lithium-ion polymer battery o Valence will focus mainly on consumer market segments, MESSAGE ABOUT COMPETITION o Valence has significant technical advantages in lithium-ion polymer batteries for the mobile telecommunications and mobile computing industries. o Valence has extensive technology patents, which may serve as a barrier for new market entrants. o Valence's plan to license technology may cause competitors to become customers. MESSAGE ABOUT CURRENT MARKET CONDITIONS o According to IIT 2000, the market is shifting toward lithium-ion polymer batteries due to improvements in size, weight and cost compared with traditional lithium-ion battery designs. Market demand for lithium-ion polymer batteries in the mobile communications markets is expected to expand. MESSAGE FOR CONSUMERS o Valence Technology is currently working to develop the next generation of rechargeable batteries, lithium polymer batteries, which would have a very high available energy density, and a very light and thin form factor. o Valence Technology manufactures polymer cells that are meet the needs of today's high-growth mobile communications market. o Valence Technology is positioned to capitalize on the anticipated significant market shift from the traditional lithium-ion technology to lithium-ion polymer. o Valence Technology's products have been engineered and designed to exceed the stringent demands of today's mobile communications market. MESSAGE FOR INVESTORS o Following the acquisition of Bellcore technology, Valence Technology's core advantage will lie in its superior breadth of technology and solid patent portfolio Valence's extensive knowledge, coupled with secured technology patents will provide Valence the opportunity to develop a balanced revenue structure of technology and product initiatives. o According to IIT 2000, the world market estimate for total lithium-ion polymer cells by 2003 is 200 million units. o Valence believes the market for lithium-ion polymer batteries is on the cusp of significant growth. o The total lithium-ion market is expected to grow from 295 million units shipped in 1998 to 1.09 billion units by 2005, according to Frost & Sullivan. The transition to lithium-ion polymer from traditional lithium-ion is expected to occur rapidly in the mobile communications applications. o More than 1 billion web enabled mobile devices are projected by 2003, according to the Yankee Group. o 219 million people are expected to use mobile phones to access the Internet by 2004, according to Forrester Research.