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


To: Javelyn Bjoli who wrote (1310)11/9/1997 6:40:00 PM
From: FMK  Read Replies (1) | Respond to of 27311
 
Javelyn, I don't believe VLNC stock will be affected much. Most investors should realize that it is a ULBI problem and an indication that Valence is clearly alone at the head of the pack in terms of production capability!

It also appears the PC Week editor is unaware that Valence existed when he stated categorically that "lithium polymer is still too volatile a battery technology to make it into notebook PCs." I was forwarded an exchange of E-mails between a Valence shareholder and the editor that confirms this.

If the event occurred at PC Week's offices just prior to a demonstration, I can understand why tempers could have flared, fingers were pointed and some spontaneous statements made. It certainly provided material for a headline.

Valence's efforts to avoid the spotlight and refusing to grant interviews etc would explain why few publications are aware or ever mention them. After what was said at the AEA show, however, that policy should be about to change.

Another point that distances Valence from this event is that so far, they have focused on cellphone and laptop (not notebook) batteries. I am not aware that much effort has been directed toward notebooks.

There are many applications for the technology and that's why we should expect more joint ventures and strategic alliances etc. I believe Valence may be positioned to profit from their years of R&D and production techniques by shortening the timetables of other manufacturers who are determined to achieve their own production capability.

I am looking for a very strong week for Valence and welcome any short term effect of the article as a buying opportunity - even if its effect may be limited to keeping the stock in single digits for a few days!



To: Javelyn Bjoli who wrote (1310)11/9/1997 6:55:00 PM
From: webpilot  Read Replies (1) | Respond to of 27311
 
Javelyn, If the story is true, why would they risk their working relationship with their partners? As I said, maybe this is old news. Don't they realize that this could trim millions and millions of dollars off the value of these stocks? Could such an interview that is not available to the general public, i.e., releasing information of such a magnitude, be a violation of insider trading regulations? I know if I called up and recieved such information and then subsuquently sold my stock based on this inside information, my transaction would be tainted. I would be severely penalized. I have tried to find copies of this magazine and have been unsuccessful. It is not readily available at newstands in my area.