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

To: P. Ramamoorthy who wrote (24925)	9/25/2001 7:59:42 PM
From: Dennis V.	Read Replies (1) \| Respond to of 27311

Perhaps it goes back to cost of production but I'm skeptical that any li poly battery can be produced cheaply enough to compete with Japanese undercutting. Yet, Stephan says that phosphate can be produced for the same cost as NiMH. That's relatively cheap for an advanced product. There are large and small applications for a NiMH replacement. Much hinges on the new machinery.

To: P. Ramamoorthy who wrote (24925)	9/26/2001 12:19:15 AM
From: Rich Wolf	Read Replies (3) \| Respond to of 27311

Until the world economy picks up and demand exceeds capacity, I agree that it is unlikely that any manufacturers will be motivated to invest in capital equipment for new technologies that only marginally improve the products. OTOH, there will be a time when the relative improvement is great enough, and the manufacturers with long-term horizons will be planning for that time in advance. Eventually, lithium-polymer cells may become mainstream products, and if that comes to pass, the phosphate materials will likely be front and center.