Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: lws who wrote (6759)	1/5/1999 1:49:00 PM
From: Dennis V.	Read Replies (2) \| Respond to of 27311

LWS, the ULBI plans in progress remain enigmatic. There may be a credibility issue or "wait and see" on the part of OEM's. Credibility could extend to patents, technology, or production capability. My guess is that OEM's are waiting to see who gets to market the "fustest with the mostest". If ULBI design is orbiting around the cobalt/graphite technology depicted in literature, the performance of their product is probably not greatly superior to existing lith ion cells. Therefore the remarks quoted by Javelyn from Power 98 may still reflect the attitude among some industry types, e.g. skepticism whether lith poly will hit a home run in '99. Look for VLNC, with their methodical and systematic forward movement to establish a bridgehead once the dots are connected. This should be decisive when third party endorsement is locked in.