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

To: FMK who wrote (6822)	1/6/1999 11:36:00 PM
From: P. Ramamoorthy	Respond to of 27311

FMK - That's impressive! Today's volume was good an significant, but the gain of mere 3/8 is unimpressive and insignificant. Either the market is still cautious or MM's are doing us a favor with controlled raise of ASK price. I do not know which. Ram

To: FMK who wrote (6822)	1/7/1999 12:15:00 AM
From: HQ	Read Replies (1) \| Respond to of 27311

Another question I had was whether the current cellphone battery specs were for two cells stacked together, so that they could already be capable of producing a single cell of half the thickness, or could put two of them side-by-side, so that with their current production technology they could already produce a 4.45mm thick battery with usable dimensions, without having to designate one of the lines to cut product to a different unique size. The issue is more likely have they successfully produced such thin laminates (1mm, as you've described) in volume yet? For a deadline in early spring, it would seem there are too many uncertainties for 3COM to commit to production for that. Not that another generation couldn't be like that. Or maybe VLNC is doing things other than they've posted on their website, with their NI installation. This is a bit of a stretch, and more likely it wouldn't be for another 6 months that we'd see the more advanced laminates being cut and formed. Or maybe not, if they can quickly produce rolls of laminate to different specs....but have they tested them thoroughly? Many good questions to raise at the annual meeting. They need to bring us up to speed on the exact technical specifications. Geez, and to think we were worrying about the viability of this company just this summer. (And some would still want us to!)