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

To: P. Ramamoorthy who wrote (24332)	5/30/2001 7:39:38 PM
From: John Curtis	Read Replies (1) \| Respond to of 27311

Ram: Even though it looks dismal for the US market... I agree. I've been looking carefully at some "plays" in Asia. Right now the China market is pretty hot. But China scares me 'cause those folks ain't known for their regulatory transparency, eh? ;-) Also, let's talk global politics for a second. Do you know state of the art chip manufacturers in Taiwan are beginning to move their operations to provinces in China? No big deal, eh? Even cheaper labor you say. Wellllll....think about it this way.....Taiwan supplies something like 80 percent of the main computer components (mother boards, CPU's, RAM of all flavors, displays, etc.) that go into your Dell, CPQ, Gateway, and more and more military computational devices. China is ever so gradually positioning itself as the OPEC of the electronics world. From a Democratic Capitalist point of view this is a point of concern, because as long as China's political structure stays Communistic, albeit with a Chinese cultural "flavor," I see ample room for future geo-political mischief without proper reforms of their systems. But I digress. Yup, the Samsung deal looks good longer term as Ticker has elaborated on. Combine this with Goep's commentary regarding Quanta and.....well....longer term I've got to think VLNC's licensing possibilities look exceedingly bright. Brighter than it's ability to support sector demand from a manufacturing standpoint. Indeed, VLNC's position is not unlike QCOM before it caught fire. But will VLNC ignite in the same fashion? Doubtful, although it should do well as long as management stays focused. It's a different market these days. Mania of a bearish fashion rules the day, so even the brightest of stocks will not emulate the bullish mania of 1.5 years ago. IMHO, those days are gone forever (uhhh....with forever being defined as not again in my life-time). Be that as it may, given the battery industry's "sudden" turn to announcing all this lith-poly manufacturing capacity about to come on line it's reasonable to presume VLNC will garner a licensing share of it. In the interim, however, they've got to deal with "crunch time." This is what makes the delay of this earnings report so intriguing. A parenthetical aside regarding your energy sector commentary. Indeed. My patient collection of various alternative energy company shares over the past 4 years has finally left me happy feeting all over the place. Finally the herd is beginning to get "religion" in that area. Hee heeee. Ahem And just think.....that sectors future is only just now getting under way......think buying PC and software companies in the late '80's to early 90's or telecom networking companies in the late '90's. To my mind that's a fair comparison with where alternative energy is now. ;-) So alternative energy is finally underway. My current long term "shot" is a couple of companies in the bio-tech sector who look to do well come circa 2003 or so, but that's another story... Now let's see what the market nervous nellies do tomorrow... Regards! John~