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

To: Jeff S. who wrote (22383)	11/17/2000 9:55:03 AM
From: ikonoklast53	Respond to of 27311

Jeff, couldn't agree more. Re: "The purchase of the patent portfolio so that VLNC can license the technology rather than do JV's is nothing short of brilliant." Before the acqusition of Telcordia's Bellcore patents, entry through Asian countries, like Korea, was through joint venture investments which would limit their exposure to other Battery mfgs in that country or any county for that matter. Licensing is now availible to all comers and the playing field is level. Valence now has to determine what's the best strategy to maximize long-term royalties in that region as well as worldwide. This opens up all kinds of great opportunities, IMHO. Can't wait to learn who the first two or three licensees will be. IMO, it should be a good indication of how successful they will ultimately be. GOE

To: Jeff S. who wrote (22383)	11/17/2000 10:16:53 AM
From: bigcue2000	Read Replies (2) \| Respond to of 27311

Jeff - I know nothing of patents either so I also look to Dennis and a couple of others for their views on the content and meaning of the patents. I was probably a little harsh re Lev's media appearance; however, I've been a share holder for eight years and have a vivid recollection of Lev doing the light bulb routine on CNBC about 1992/93. At that time Neil Caluvto (sp?) was the CNBC host interviewing Lev. So while the stock price hasn't changed all that much, VLNC has come miles since 1992, and I'm not referring to their move to Henderson from San Jose. I'm looking forward to more of Dennis' analysis of the patents. Regards, Bigcue