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

To: jean1057 who wrote (1299)	11/8/1997 12:37:00 PM
From: John Curtis	Read Replies (2) \| Respond to of 27311

Jean: ULBI may have other lines of business, but market perception of them has revolved around their Lithium Poly. battery capability, imo. Therefore, I wouldn't be surprised if ULBI takes a hit on Monday, perhaps even something similar to what happened to VLNC over 1 year ago. On the other hand, since VLNC has been somewhat in "lock step" with ULBI in recent weeks, I'd expect to see some small impact on VLNC, too. If that happens I view it as a golden buying opportunity. That said let me also state that with this news VLNC, surprise, surprise! has had "plopped" into their laps a PRIME MARKET OPPORTUNITY. If FMK's recent info is accurate, then I'd look for some sort of corporate concurrence at their next conference call, which if the 11/12 date is accurate, is next week. What with the ULBI news(disasterous from their point of view, no matter how they spin it), if VLNC comes out with statements of "we can do it.." etc., then I'd expect the market to react accordingly. In other words, VLNC will be "out of the blocks" before any of the competition, a business marketing dream come true. As for the OEM deals, however, ULBI's current difficulties(no pun intended, heh) reinforces how much focus OEM's will bring to bear on VLNC's battery, and the charging system, before committing to the product. But a parenthetical aside, the fact that they announced earlier that they would be attempting to use ULBI's Lith. Poly. battery, only to start discovering dime size melted holes in their laptop's keyboards, underscores the level of need driving the OEM's in their pursuit of market differentiation, in my view. That is, desperationg makes gamblers of us all(I may be exaagerating, but it's a mean jungle out there in the business world). So keep your fingers crossed, and may the battery gods be with us and VLNC!! Regards! John~