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

To: Jibacoa who wrote (24849)	8/30/2001 1:33:28 PM
From: rli123	Read Replies (1) \| Respond to of 27311

Bernard -- regarding Delphi -- when VLNC ended its joint R&D program with Delphi, Telcordia was the owner of the Bellcore patents. At that time, VLNC agreed with Delphi that licensing fees would be passed through to Telcordia (i.e. VLNC wouldn't make anything on licensing fees). But VLNC was hoping/expecting to supply Delphi with materials and thereby generate some economies of scale that would ultimately benefit VLNC. Now that VLNC owns the Bellcore patents, I would think that licensing fees (for the use of Bellcore patents) would be paid directly to VLNC. But beyond this, the Delphi R&D program may have terminated prior to the discovery and patenting of the phosphate technology. So, depending on the details of the termination agreement, the phosphate technology may or may not have been included in the cross-licensed technology. I doubt it, but I haven't taken the time to go back and research the timing of all the events. Just guessing. I think the bottom line is that (just about) all roads to commercializing lithium polymer batteries go through VLNC/Austin, TX. Will it be a well-travelled road? Time will tell. rli