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

To: Pallisard who wrote (4366)	10/7/1998 5:25:00 PM
From: John Curtis	Respond to of 27311

Pallisard: I, too, expect the general upward trend to continue. But I will say this. There's a lot of rumor swirling around right now that the end of Oct. to the early part of Nov. are somehow "magical." Heh! And well they might be. But remember the VLNC pattern of old. Pattern? Yup! The one where the valuation surges upward on expectations, only to have those expectations denied by perceived lack of corporate follow through(that is, "Hey, nothing magical happened!!") so the inevitable "THUD" happens. Be on guard for a repeat of this. This is not to say I'm cynical. FAAAAR from it, given the wad of shares I'm sitting on. It's just that we've heard zippo out of corporate PUBLICLY(sorry Fred, I know you hate it when I talk like this) regarding this "magical" period so......I lean toward farther out this year to guard against any possible disappointment. Still, 'tis gettin' exciting, eh? John~

To: Pallisard who wrote (4366)	10/7/1998 5:27:00 PM
From: geep	Respond to of 27311

Short shares.... viwes.com Shorts for September down to 488K from 604K in August.

To: Pallisard who wrote (4366)	10/7/1998 5:35:00 PM
From: Javelyn Bjoli	Read Replies (2) \| Respond to of 27311

There is the "Wireless IT" (Information Technology) show coming up Oct 12 in Las Vegas. If the first customer is for cell phones instead of notebooks, it may be possible to see a customer announcement then. Comdex is not important as a battery forum, but it is THE big deal for announcing new computer products. So anybody wanting to trumpet being the first polymer notebook would probably announce it there or at least show it around in the back room. Meanwhile, the Power 98 conference was Mon & Tues. Valence had no discernable presence, and Ultralife was pretty low-key compared to last year, although they did claim at their booth to be "in production now" and "taking orders". The more interesting battery company presentation was Moltech, with lithium-sulfur stuff that should blow away lithium-ion & polymer by late 1999. They claimed to have patents covering nearly all permutations of the idea. The general attitude at the show was that polymer is just about here, and will become a reality in 1999 from several vendors. People seemed to believe that the capacity will be slightly less than liquid per volume, but maybe better per weight, and of course lower minimum thickness. Safety should be about the same, with some positives and some negatives. Overall, the Li-ion market is becoming more competitive both in the USA and worldwide, with a widening oversupply seeking a "third application" that nobody has found yet. Some of the Japanese vendors with poor or no Li-ion prismatic offerings may jump direct to polymer, but prices on Li-ion are falling and it is not clear that polymer is a home run for 1999. An executive from one of the large Japanese suppliers stated that he believed nobody in the industry is profitable in Li-ion right now.