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

To: kolo55 who wrote (4857)	11/11/1998 5:20:00 PM
From: Greg Smith	Read Replies (1) \| Respond to of 27311

Thanks for the additional info, Paul. I feel a little better. However, I'm a pretty conservative thinker: 1. The first post you referenced was written May 26 by FMK. He "estimates" an energy density of "33% higher" than previous cells. That would mean that the spec sheet dated May, 1998 was already obsolete when it was issued. Strange. And why hasn't VLNC updated the spec? Maybe for competitive reasons. And what was FMK's estimate based on? Well, I know how fervent FMK's fans are, but he really is the biggest optimist on this thread, IMO, and I take what he says with a dose of salt. 2. The second post you noted is better. It quotes the June Conference Call and gives the "new" spec as 3.5Ah per cell. That's a 16.7% increase in capacity -- excellent (though not anywhere near 33%). But did you hear at one point in today's CC, Lev said "the 4x4 -- actually 4x5 -- cell". What was that all about? If the size of the cell has changed, that could account for the capacity increase. The third link you provided, to the Korean news agency, is the most promising. It says there are "two kinds (of cells), one of which has width 10cm, length 10cm, thickness 4mm and capacity of 4,000mA/h. The other kind has the same width and length but thickness 4.6mm with a capacity of 4750mA/h." That would mean an energy density of over 160 Wh/kg and about 380 Wh/liter. WOW! Awesome, if true. But I remain cautious for two reasons. One, there's an old joke from the consumer electronics business that I subscribe to: "How do you tell the difference between a Japanese and a Korean? The Korean puts his lies in writing." Two, the article also states "Hanil Valence is setting up a mass production site for the lithium polymer cells. A pilot line that can produce a sample of lithium polymer cells." But according to Lev today, that line won't ship to Korea for at least a month. So I wonder if the article might be exaggerating things a bit. I would feel better if VLNC updated their spec sheet on the web site (any employees out there?)