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


To: gvander who wrote (5434)11/21/1998 4:37:00 PM
From: FMK  Read Replies (2) | Respond to of 27311
 
Gvander, Thanks for the continuing entertainment!

Perhaps you should get in touch with Carl Berg and Al Shugart. After all, they have a lot at stake with their investments in Valence. If it's as bad as you say, I am sure they would thank you for warning them!

Then there is Worldcom Chairman Bert Roberts to deal with. Do you suppose he just briefly came on board to make things look good so the big guys could sell out while they can? You might be on to something there.

When you said "Wrong Paul -- Ultralife if far ahead of Valence." You must know something the rest of the market doesn't. Have you compared share volume, insider purchases and direction of the two stocks lately?



To: gvander who wrote (5434)11/21/1998 5:16:00 PM
From: HQ  Read Replies (2) | Respond to of 27311
 
GV, Nobody ever said Valence would *not* have competition; in fact, it's important that they do, since VLNC alone cannot come close to filling all the orders that will result when li-poly batteries are the norm.
But your links appear to be meant to deceive: Only one of the four companies you've posted links to claims to have lithium-ion POLYMER batteries, at least as far as I can see. Also, I question whether BattEng is mass-producing--does anybody know?
If I recall earlier posters' estimates correctly, VLNC may eventually be able to satisfy upwards of only 10% of the market's demand for li-poly. And this small share of the marketplace alone will be enough to generate us VLNC longs very nice returns!
Thank you for the links. Now please put this information into some relevant context for us defending your apparent, but obtuse, VLNC-contrary point of view, or don't waste our time asking us to roam the 'net (I have a slow browser). Finally, please tell us also what your UltraLife-is-ahead-of-Valence statement is based on, as it contradicts any information I have seen. Thx,
HQ



To: gvander who wrote (5434)11/21/1998 10:17:00 PM
From: Gordon Quickstad  Respond to of 27311
 
>>I guess you are going to say Battery Engineering, Moltech, Polystor and Tadiran Batteries are frauds too.<<

Three of the four are frauds if they are claiming to be producing Lithium Polymer Batteries. Only Battery Engineering, whom you can't buy stock in, is producing a polymer battery, of the four.




To: gvander who wrote (5434)11/23/1998 7:03:00 PM
From: kolo55  Read Replies (2) | Respond to of 27311
 
Here's some facts, and after that, my conclusions.

I wrote this to you on Friday:
Your posts have outdated information in them.

The introduction of Ultralife's laptop batteries in the Mitsubishi's Pedion was touted as the first commercial application of Li-polymer for laptops. Unfortunately, this effort failed. The batteries were hand produced at an apparent loss, and were never available in commercial quantities. The relationship between Ultralife and Mitsubishi has been severed, and according to a post on Yahoo, Mitsubishi is working with another vendor at this time.

From what information is available, it doesn't appear that Ultralife has a viable commercial laptop battery, let alone one a longer life battery that has at least 30-45Wh capacity. Please post any relevant info that supports that Ultralife has a laptop battery available in
commercial quantities in this range.

You responded with the following:
Wrong Paul -- Ultralife if far ahead of Valence. Also, the point of the posts was to show others actually have produced batteries.

I can't find any substantive information to conclude that Ultralife has a competitive commercial laptop battery. Please post some specs for this commercially available battery.

More of your message:Much information produced on the internet is just plain false. I will not get into a debate on this one (though I am sure the goal will be to try and claim the a facts are not the facts).

Facts are facts.

Have a good weekend trying to convince everyone otherwise.


I would say one of the biggest problems with the Internet is that there is a lot of outdated information on it, like the information contained in the links you provided. I think it is a poor sales strategy to so loudly proclaim a failed production effort. OEMs don't like to hear of cases where a supplier couldn't timely deliver needed parts.

As for facts, here are some facts. Since the close of the market on Friday, until noon today, these were the leading posters (you probably prefer 'hypesters') on the Valence thread:

Dark Green with 15 posts.
gvander with 14 posts.
FMK with 14 posts.

No one else had more than 10 posts. I had one post.

I hope you enjoyed your weekend, because you certainly didn't enjoy today. One of your favorite stocks ULBI went down 10% (your post on the ULBI thread said you own the stock), while VLNC, this scam stock, went up 10% in spite of all your hard work this weekend. You must have had a great year to so mindlessly generate tax losses at this time.

More of your message to me: I guess you are going to say Battery Engineering, Moltech, Polystor and Tadiran Batteries are frauds too.

I never said these were frauds. Its just that they don't have a commercially available lithium polymer laptop battery at this time. Three of these don't even have a production plant yet, even for lithium polymer cellphone batteries.

Paul