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

To: Ray who wrote (6135)	12/20/1998 12:54:00 PM
From: Larry Brubaker	Read Replies (1) \| Respond to of 27311

Anybody have any guesses whether the following ATK PR involves VLNC? atk.com You may recall a couple of weeks ago I confirmed with ATK that the ISO certification they recently issued a PR about does involve batteries produced through the JV with VLNC.

To: Ray who wrote (6135)	12/20/1998 12:57:00 PM
From: FMK	Read Replies (2) \| Respond to of 27311

Ray, I agree, the overall battery market is much larger. I was wondering whether the 15 million laptop estimate includes Europe and Asia. Also, the growth rates for Asia and some lesser developed regions for cellphones could accelerate due to the absence of copper and fiber optic systems over large geographic areas. The availability of telephones is no longer limited to having wiring in place to connect to. It is my understanding that Valence has placed more equipment on order with the continued belief that they can sell all they can produce. Since Valence has been sampling and talking with scores of OEM's and other potential customers, they may have access to more accurate market data than anyone on the thread can obtain from estimates published on the internet. In fact, Valence should have firsthand information from their customers as to how many Laptops, cellphones, pda's, camcorders, blood pumps, Battlefield vests, rifles, Navy seal delivery systems, artillery fusing systems, two way radios etc that these customers expect to need batteries for or are negotiating orders for. If Valence's batteries have been found clearly superior, which I believe to be the case, their market share should be limited only by quantities they are able to produce for quite some time except for specific low-volume applications. This could explain why Lev mentioned license agreements as a mechanism for increasing market share past the limitations of their own capability of building plants and bringing their own production on line.

To: Ray who wrote (6135)	12/20/1998 5:59:00 PM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 27311

Ray - Re.:"...High power, trouble free (no "memory" effect or other problems) rechargeables will increasingly supplant primary batteries due to the greatly reduced cost of operation of such things as flashlights. And, better secondary batteries are much needed in solar powered homes and motor/trailer homes, not to mention various electric vehicles..." Glad to see you mention "solar power". I was involved in project evaluations 5-6 years ago using lead-acid rechargeables to retain solar power for night use. The telecommunication industry has a huge need for them. The lead-acid battery weight was a negative factor for some applications. This is one of the reasons I kept an eye on lithium battery technology. As you say batteries have huge market (greater than $6Billions). As technology evolves, conventional systems will be substituted for efficiency and operating cost benefits. Ram