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Technology Stocks : Energy Conversion Devices -- Ignore unavailable to you. Want to Upgrade?

To: Michael Latas who wrote (2817)	12/27/1998 5:13:00 PM
From: Thomas J. Smith	Respond to of 8393

Mike, Thanks for the information. It's sounds crazy to me, that Matsushita has gold available to it(for about the same cost) and still choses to use silver. The competition will force their hand. Sanyo is just what the doctor ordered for ECD. Good Luck and look for a good year ahead.

To: Michael Latas who wrote (2817)	12/27/1998 6:01:00 PM
From: Tom Hoff	Respond to of 8393

Michael, my understanding of the Matsushita and Sanyo situation goes like this. Sanyo purchased a license to produce batteries for EV applications using AB5 electrodes and Ovonic's advanced positive. They did not choose to purchase a license using Ovonic AB2 electrodes because of it's higher price tag. AB5 or misch metal batteries have improved dramatically over the past years. Sanyo has just released 92 w/kg consumer battery with AB5 electrodes. Also volumn of AB5 powders coming out of China is real cheap. The truth is that is dosen't really matter what kind of NIMH battery is produced with the exception of Matsushita. But what Sanyo has now is what Matsushita will need, the advanced positive. The advanced positive is mostly important for hybrid batteries and power tool batteries, it gives the batteries high power without sacrificing capacity. Matsushita is currently supplying Toyota with D cells for their Prius.