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

To: MKT_entropy who wrote (25044)	11/9/2001 11:16:21 PM
From: Larry Brubaker	Respond to of 27311

MKTE, you look at the technological claims; I look at the financial statements. They say the company has all of $100K in cash.

To: MKT_entropy who wrote (25044)	11/10/2001 9:25:49 PM
From: Rich Wolf	Read Replies (1) \| Respond to of 27311

M_e, good to see you. Do you know this Dr. Abraham? The PR does read as something of an overstatement, since as you noted he only reviewed a report, and was not involved in the data collection or analysis himself. Larry also makes a good point about the company not being well-financed, though that is not always an indication that the discovery is not valid. Meanwhile, any whispers about Goodenough vs Valence materials? OT my hunch is that the eventual killer app (in terms of revs) for the G+H-Q/V-Bellcore technologies may actually be hybrid EVs in the 5+ year timeframe, rather than for laptops (given fine performance of liquid electrolyte cells of small profile, and overcapacity of production). Have you any thoughts or inputs on this, e.g., in re: current drain needs for SLI and hybrid vehicle technologies? I'm watching Delphi's lead in this context. TIA