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

To: Tickertype who wrote (23160)	2/14/2001 5:44:24 PM
From: John Curtis	Read Replies (3) \| Respond to of 27311

"Hurry up and wait?" LOL! That's been the name of the game for some time now, eh? This isn't to make light of their advances, as it's clear VLNC is much further along than 2 years ago. Just that one better have a firm grip on their patience where this company is concerned. Heh! Having said that I heard lot's to keep me interested, and found it interesting such as Solomon Smith Barney were on the call asking questions this time around. Me thinks ever so gradually this company may be penetrating the collective consciousness of such as they. 'Course...this is obvious from the continued institutional position increase, eh? ;-) Anyway, if VLNC's phosphate break-throughs are as great as Lev implies....well....can we say ka CHING?! But meanwhile, let me take my patience out and run it around the block for a time. Oh....and if I was to bet I wouldn't expect to see VLNC trade down tomorrow. But, also, it probably won't pop by much, if at all. Basically it's back to a holding pattern. Regards! John~

To: Tickertype who wrote (23160)	2/15/2001 11:05:20 AM
From: Rich Wolf	Respond to of 27311

Hi tickertype, just a sidebar re: the stated 'capacity' of the phosphate materials. Mkt_entropy can elucidate this, but I believe there may be a misinterpretation developing due to speaking of capacity (in terms of energy density) of a cathode material vs. capacity of the finished cell. My interpretation of things as they now stand is that the finished cells made from cobalt-based cathodes have 'best of breed' energy densities close to 160 wh/kg (and the new Toshiba cells are claiming 170 wh/kg). The 'pedestrian' cell makers could always sell you a cheap cylindrical li-ion having densities over 130 wh/kg. I seriously doubt that Lev was implying that the energy density of finished cells based on the phosphate materials was double either of these numbers. More likely was that he was referring to the cathode material alone. So does that put the finished VLNC phosphate cells close to 200 wh/kg? Don't know, not my field. Now I'll step aside and let mkt-entropy weigh in on this issue, if he elects to. On another note, if there is indeed a pda order arriving, I would expect them to set it up on one of the Arcotronics, unless they commit the K (David) to that, which may push any of the Quantum production onto the FABL 'as available.' (Whatever is made on the K is hard to swap in/out with other sizes, vs the Arco having more rapid turn-around time.) BTW, looks like our speculations of 6 months ago that they needed to improve the packaging situation were spot-on, since in fact they ended up designing their own equipment, now being made by the German firm. So, everything right on track, just taking longer than at first thought. Lev also confirmed that true volume production won't occur until the German assembly machine arrives, hence the statement about later in '02 for the $200M/yr numbers etc