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

To: jean1057 who wrote (7118)	1/15/1999 11:17:00 AM
From: kolo55	Read Replies (1) \| Respond to of 27311

I believe TNB's battery is inferior. They use Cobalt instead of Manganese in the battery. If cellphone OEMs are buying the TNB battery, then Valence (and Ultralife) should have no trouble selling their Manganese versions. We can get some indication of how confident each battery manufacturer is of the technical superiority of their product, by how much capacity each is building. TNB seems to have built the least amount of capacity, and we haven't heard plans to expand as fast, as Valence and Ultralife has. This is in spite of their 'deep pockets'. And the Japanese still seem to be planning their plants, for the most part. This is my opinion and analysis; others are entitled to theirs. Paul