SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : VALENCE TECHNOLOGY (VLNC) -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (25609)10/5/2002 1:09:40 PM
From: High-Tech East  Respond to of 27311
 
Zeev ... the article about the new battery research at MIT indicated that the new technology was headed for large battery applications only ... not laptop computers ...

... I mostly agree with your VLNC assessment ... in my mind, the big "jump-over-the-hump" (if you will) is a meaningful contract with a lap-top OEM ... coming in the next 6 months, hopefully (sooner than that would be nice ... <g>) ...

Ken Wilson



To: Zeev Hed who wrote (25609)10/5/2002 8:32:03 PM
From: Larry Brubaker  Respond to of 27311
 
<<another 10 MM shares just printed in the last serving>>.

It used to be that 10 million shares bought them a year or more of cash burn. This latest 10 million share floorless serving bought them about 2 months of cash burn.

When I began following this stock in 1997, there were approximately 25 million shares outstanding. There were approximately 50 million until a week ago. Therefore, it took 5 years to go from 25 million shares to 50 million. It may only take a year to go from 50 to 100 million.

The hockey stick with this stock isn't revenue, its outstanding shares.



To: Zeev Hed who wrote (25609)10/5/2002 10:48:13 PM
From: MKT_entropy  Read Replies (1) | Respond to of 27311
 
Zeev, you could as well send your very insightful physicist's comments to Prof. Chiang, I'm not kidding. However, the article in Nature Materials doesn't seem to indicate a substantial decrease in capacity, thus almost all lithium appears to be available for exchange.

One thing I might have a problem with in your post is the statement that doping typically produces only a 2-3 orders of magnitude increase in conductivity--isn't it much more in typical semiconductors, such as silicon or germanium? Or are these SCs the exceptions? I left my Mermin at the office, so I won't argue...

I guess we're following VLNC more of a habit than a real interest or belief in its prospects... Trading EK, HON or MRK is much more fun, isn't it? <VBG>

Cheers, M_e