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


To: Tickertype who wrote (1374)11/17/1997 1:55:00 AM
From: Larry Brubaker  Read Replies (1) | Respond to of 27311
 
There has been a discussion about who will be first to get off the line, ULBI or VLNC, and who will be the dominant supplier?

My question is: does it really matter? Is the market not big enough to swallow what both companies are capable of producing in the near future, based on their current plans? Isn't it be possible that BOTH companies are capable of doing very well with this technology?



To: Tickertype who wrote (1374)11/17/1997 8:22:00 AM
From: Paul Dubsky  Respond to of 27311
 
Here's hoping to a "tickertape" type parade when VLNC is in the $80s!

The market for portable, rechargeable batteries has centered around computers and cellphones; however, I could list off a hundred other applications that could utilize VLNCs battery (if supply were there), some of which would be much more popular than a computer. Like, say, the portable dustbuster! How irratating is it to pull out the ol dustbuster to clean up a mess, only for it to last 30 seconds because it was "trained" to only require a short re-charge life. I mean, you use the dustbuster and then return it to its recharger.

Anyhow, my point is, the market demand for an advanced rechargeable battery is so great that it's difficult to fathom. And you thought demand for a removeable storage device (e.g., IOMs Zip drive) was great?