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

To: Jay Lowe who wrote (2967)	5/21/1998 2:56:00 PM
From: Jeff S.	Read Replies (1) \| Respond to of 27311

Has anyone thought about a scenerio in which an OEM (after the testing phase, assuming it is satisfactory) wishing to obtain a major competitive advantage in the lap top niche, agree to purchase all of Vlnc's lap top battery production. How many lap tops would this amount to? Does anyone think that this would be a major competitive advantage? Maybe ditto with cell phones. Does this make any sense, or have I been on the PC too long? Jeff

To: Jay Lowe who wrote (2967)	5/21/1998 3:13:00 PM
From: kolo55	Read Replies (1) \| Respond to of 27311

I agree with your comments in general. Except for a couple of indicators that point toward a faster ramp. Like the last poster, I suspect the laptop OEMs are under a bit of a competitive pressure to move toward these batteries now. The Mitsubishi laptop announcement (using batch ULBI batteries) is putting pressure on the other laptop makers to 'match features'. So I suspect a lot of the 'design in' is ongoing as we speak. In fact, wasn't the Micron Electronics announcement that said lithium polymer batteries would be available for their recently announced laptop in the fall? Its seems like they have already designed their units to accept Li-poly batteries... although that seems difficult to believe, since I'm assuming the Li-poly batteries will require custom designed recharging circuitry etc. to get the full performance benefit. But the point still remains, that if this new battery represents a significant breakthrough, then the laptop guys are going to move fast on this. And the Mitsubishi, Micron, and Acer (the guys who are apparently putting some into funding Lithium Technology(LITH)) have made announcements and actions that indicate they are moving as fast as they can push it. This leads one to the accelerated schedule timeline I surmised. But I wouldn't be surprised if the timeline is longer, as you suggest. At the current price, this stock represents a very favorable risk/reward play at this time. Paul

To: Jay Lowe who wrote (2967)	5/21/1998 10:38:00 PM
From: Gordon Quickstad	Respond to of 27311

The testing may proceed quicker than we think. Because VLNC has been "playing around" with these batteries in at least a prototype stage for over 4 years, much is already known about the chemistry. What needs testing mainly now is consistency and durability. Things like safety and characteristics should already be well known. I'm holding, still, some hope that VLNC will be the supplier to MOT of the cells that MOT will then configure into the final battery for MU's new laptops. That would positively blow the roof off the stock (again). i.e., I'm hoping to surpass the old intraday high of $26 before the end of the year. Right now I have no evidence that this is anything more than irrational exuberance.