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

To: Pronichev who wrote (4767)	11/9/1998 3:35:00 PM
From: Dennis V.	Read Replies (1) \| Respond to of 27311

Pronichev: Hi,welcome! Things are a little jumpy around here given recent developments. Please do post your findings as any DD would undoubtedly be of interest to the board.

To: Pronichev who wrote (4767)	11/10/1998 1:22:00 AM
From: Gordon Quickstad	Read Replies (1) \| Respond to of 27311

[Thread, I'm posting a msg I've just received by a follower of this industry and this thread. We've exchanged a couple of other emails over a long period of time. I've asked him now to give his impression of the recent VLNC news and I'll post it if he wishes] Hi Gordon, This new guy, Pronichev, asked a few good questions which deserve equally good answers. You are free to use the enclosed material in your posts if you wish; there is nothing proprietary about it. Why am I sending it to you? First of all, your posts are serious and informative, so your word counts on the board [note the bs, er, tact!]. Secondly, and more importantly, I didn't get the SI membership for free when I still could, but don't want to shell out $200 now, especially that I can still have fun for free. ;-) Does anyone know who the other 11 or so recipients of the Bellcore technology are, and what the deal structures were, i.e. does Bellcore have a stock position with any of the others; and/or what were the financial arrangements between Bellcore and the others? There are 15<x<20 Bellcore battery licensees; the actual number is closer to the latter. More than half are known publicly: Ultralife, Valence, Delphi, Gould/Powerdex, HET/TDI, Hughes, Samsung DD, Synergy ScienTech (Taiwan), Macro Energy-Tech (Taiwan/CA), Shubila Battery (Malaysia), several in Japan (I heard from some participants in the recent ECS Meeting in Boston last week that their names are known to almost every battery researcher in Japan, but not here; perhaps we need a few Japanese on SI...), two in Europe, a few more in this country and some, undoubtedly, in the works. Does the arrangement with Valence indicate that in Bellcores' eyes it really has the most advantaged position for likelyhood for success? No. The unique deal between Bellcore and VLNC was due to the special arrangements existing at the time between VLNC and Delphi (I think I read this info in the older SEC filings by VLNC). Therefore, it is not a reflection of a privileged deal between the two; in fact, Bellcore's plastic battery licensing agreements are nonexclusive and nonpreferential. The two versions differ in licensing fees and royalty payment schedule. Once again, everybody gets the same deal; otherwise, their lawyers would have a field day, wouldn't they? Regards, [a name you wouldn't recognize]