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

To: ikonoklast53 who wrote (24317)	5/29/2001 12:21:53 PM
From: Rich Wolf	Respond to of 27311

goepling, rashoman, nice finds. If Quanta expects to see a laptop PC using li-poly cells sometime in 2001, the probability is high that the cells are produced by either Valence or a Valence licensee. The only other large format 'li-poly' cell is the Sony variant recently announced (ostensibly not to be a Valence licensee, not being based on the original Bellcore patents). (FD: Sony has been supplier to Dell for liquid-electrolyte lithium-ion cells in the past.) The unknowns are the timelines for each mfgr to have the capacity to produce large-format cells in volumes required (e.g., 250k laptops/quarter, each containing 3-4 of the 4x5"x8mm valence size, or a volume equivalent to that). Current laptop designs typically contain multiple removable panels on the base for access to internal components, and this design may need to be modified if the batteries covered a large fraction of the base footprint. If the cells are stacked in a 'brick' format, the advantage over current liquid-electrolyte cells is given away (for the energy densities of currently-available cells), though OTOH it would allow the mfgr a 'fallback' battery using current li-ion technologies should there be any problems.