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

To: ikonoklast53 who wrote (24306)	5/27/2001 5:00:43 PM
From: rli123	Read Replies (3) \| Respond to of 27311

Goepling --- I find the timing of the various events interesting: February --- Samsung gets contract with Compaq for Lithium polymer batteries April -- Samsung gets contract with Palm for Lithium polymer batteries May -- VLNC announces licensing agreement with Samsung. Did Samsung jump the gun and announce contracts to supply batteries using technology not yet licensed, or did the indeed have a license with VLNC but VLNC chose to not announce it until May? Or is there some middle ground where the truth lies? If I were Samsung, I certainly would not want to sign a contract with Compaq or Palm let alone announce it publicly before I had a deal with VLNC. To do so would (I would think) significantly compromise the negotiations with VLNC. But, perhaps the business aspects of the licensing deal was done (prior to February) and just waiting on lawyers to dot the i's and cross the t's. I sure would like to better understand how these things happen. Does anybody have light to shed on this? rli

To: ikonoklast53 who wrote (24306)	6/19/2001 8:22:54 AM
From: ikonoklast53	Read Replies (2) \| Respond to of 27311

Palm, Samsung battery rumor confirmed. Samsung to become the preferred supplier of rechargeable batteries to Palm. technology.scmp.com Monday, June 18, 2001 Samsung SDI forms alliance with Palm REUTERS in Seoul South Korea's Samsung SDI, the world's top television and computer display maker, said on Monday it has agreed with Palm to provide components for personal digital assistants (PDAs). "We signed a memorandum of understanding with the US handheld computer maker to become a preferred supplier of parts such as rechargeable batteries and touch panels," Samsung said in a statement. Samsung SDI had provided two million STN-LCDs to Palm last year and has been in talks to supply its plastic touch panels for 3.8 inch PDAs and secondary batteries, the company said. Palm has an estimated 70 per cent of the global PDA market. PDA is an electronic handheld information device with advanced functions such as wireless Internet connection, mobile phone and the ability to send and receive e-mail. Dataquest estimated the global PDA market to reach US$384 million this year, US$771 million next year and US$1.3 billion in 2003.