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

To: Tickertype who wrote (25882)	2/18/2003 12:15:53 PM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 27311

Ticker, "...Our man Godevais seems to be taking a macro view of the energy storage business..." He outlined his approach (large format + Saphion) in August 2001 conference call, I recall. He did not place his priority on licensing or cobalt/manganese technology batteries. We are seeing his execution of the plan, namely, large format product based on VLNC PO4 patents. Small format products (PDA etc.) have already been "farmed-out" to manufacturing by licensees. I assume that the large format product will command a higher margin (materials + engineering) than a notebook battery. They can optimize the NI plant for manufacturing specific large format products by the end of this year, (Feb 17 news release: Commercial availability of Pure Po4wer packs by the end of 2003.) I'll not be surprised if VLNC announces the second generation Saphion product (and/or cylindrical version) at the next Demo 2004. jmo Ram