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

To: Pronichev who wrote (5031)	11/14/1998 4:30:00 PM
From: kolo55	Read Replies (1) \| Respond to of 27311

I have heard rumors, Moli Energy will produce a laptop battery. I can't substantiate these. Most of the other competitors are a long way from producing a laptop unit. Moltech, Sanyo, Sony, and Lithium Technology are still at least a year away from setting up plants, and we know from Valence and Ultralife that it seems to take 1-2 years after installing production equipment to actually achieve good quality production levels. There are also reports Shubila, a supplier to Samsung, is developing a cellphone unit. I don't know the status of any production capability for Shubila. Battery Engineering has developed a very small 100 mAh battery, and may be trying to extend this technology to a 1000 mAh unit. These might be acceptable for cellphones, but not laptops. Further, recent reports say they are using cobalt oxide, and this is troublesome from an environmental basis. I don't know what their production status is. Ultralife seems to be primarily working on a cellphone unit production line. We haven't seen or heard that they have the capability to produce 3-cell laptop units in the 30-45 Wh capability range. This seemingly leaves the laptop field wide open for Valence at the moment. Any input on recent production status for these companies would be welcome. Paul