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

To: BuckiFan who wrote (7213)	1/20/1999 11:57:00 AM
From: FMK	Read Replies (2) \| Respond to of 27311

Mike, remember the annual report was for the period ending last March, is full of disclaimers and is also very old information. Its purpose is to submit financial information as required by the SEC. You shouldn't expect to find any statements that imply that the venture will successful, just warnings, so other attorneys can't use the document as grounds for a lawsuit. While on the subject, more than one professional that control over 1mln shares of Valence have expressed their disappointment at the S3 induced selloff before Christmas. The s3 had been available to professionals several days earlier who didn't find any reason to sell. They were essentially shaking their heads over the interpretations by inexperienced investors who trade on the internet without the guidance of full-service brokers. IMO the stock is still at artificially low levels as a result and there will be contracts and other positive developments soon. When they become known, the stock will make up a lot of ground.

To: BuckiFan who wrote (7213)	1/20/1999 12:11:00 PM
From: Rich Wolf	Respond to of 27311

Not relevant, IMHO. The paragraph was written a year ago. In the meantime, li-ion technology has improved in terms of its size limitations, but it is likely at its limit. You'll likely not see any li-ion batteries thinner than what is currently in the marketplace. Conversely, I believe that the li-poly technology is well-advanced beyond what could be commented on at the time. It is believed that it is now possible to mass produce li-poly cells only 1mm thick. This would provide Valence's battery with a TREMENDOUS advantage over the existing li-ion batteries. Another issue is safety. While true that the population-at-large takes the safety of li-ion batteries for granted, that safety was purchased at great expense of packing the battery in metal cannisters, and carefully controlling the recharging, etc. However, if the Valence li-poly battery has a much larger safety margin, I believe that this will once again become a significant marketing advantage. Finally, the issue of performance. We currently have no firm specs from the company about its batteries' energy densities, form factors, temperature ranges, etc. However, a PR statement from their Korean joint venture with Hanil Valence implied an energy density improvement of about 30% over li-ion, if I remember correctly, using existing Valence technology. I'm sure I speak for everyone here when I say we are all eagerly awaiting confirmation of the technological specifications later this year. As a final thought, consider how all the existing li-ion manufacturers are scrambling and tripping over each other to try to get to market with some form of li-poly battery. If nothing else convinces you of the true advantage of this technology, this should. Afterthought: Economic considerations may be a major factor as well. Our best guess is that the profit margins are much higher for this technology than for li-ion. But it's only a guess, at this point. OT, PS 'HellQat' has metamorphosed today...