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


To: kolo55 who wrote (2694)4/20/1998 12:51:00 PM
From: Gordon Quickstad  Respond to of 27311
 
I am positive that I read it in a news source. Now I can't seem to find the source. I did see it in the following post, which isn't "authoritative".

Message 4084024

Now, the news sources that I do find lead me to believe that the battery in the bay is plain old liquid LI. I apologize for the confusion - I just was sure that I had the fact straight but I guess I don't. I'll keep searching. Gordon



To: kolo55 who wrote (2694)4/20/1998 1:19:00 PM
From: wm sharp  Read Replies (1) | Respond to of 27311
 
Hi Paul - Here's the Micron article where polymer is mentioned for the Fall.
zdnet.com
My personal take on this development, if true:
ULBI is tied up with meeting HP/Mitsu demand and is unlikely to have additional capacity on line by this Summer, when rumored batteries would have to be manufactured.
LITH IR has told me that the initial production volumes they've planned for Fall are to satisfy the "global OEM" mentioned frequently in their press releases. I was told that LITH has stated in conf calls that this OEM is among the top five PC manufacturers. I am led to believe this OEM has a strong Asian presence, given the placement of the joint venture for laminate material in Taiwan.
I guess investors can draw their own conclusions. I'm sticking with my Valence holdings.