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

To: Greg Growth who wrote (25695)	11/19/2002 9:47:28 AM
From: Steve Lee	Read Replies (2) \| Respond to of 27311

What is a "telecom power system"? They talk about a "standby power system", which hints at a UPS type solution at switching centres. But then they talk about integrating the battery with the electronics and not needing a separate battery compartment, which hints at handsets. If they are talking handsets, then note that battery failure after 12 -18 mths is a major handset replacement cycle factor, something the manufacturers will not want to see improved. If they are talking UPS, then that's a big deal. I've worked on systems with dedicated backup power supplies the size of a large room costing in excess of $5M.

To: Greg Growth who wrote (25695)	11/19/2002 11:59:55 AM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 27311

Great news! Released by both companies: TYC Electronics and VLNC. Puts VLNC on TYC Electronics Telecom customers, in several countries where TYC Electronics is doing business. Application of Saphion battery to Telecom power backup systems (and the related revenue generation from "system design and sales" as Stephan called it in August 2001) is consistent with Stephan's stated marketing plan for the large format battery discussed last year: (1) automotive use and (2) telecom backup power. Both represent huge markets. "Prototypes for testing by TYC will be ready early next year". One would assume that prototypes for USABC testing is already in progress. Check out his CIBC presentation last year. Tyco was mentioned in August 2002 as one of several companies VLNC was working with, according to my conf call notes. I was not surprised by today's announcement. Ram