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

To: MGV who wrote (7393)	1/23/1999 2:27:00 PM
From: Dennis V.	Read Replies (1) \| Respond to of 27311

Actually, Darkgreen, I doubt that Motorola has received any shipments of Valence cellphone batteries, recently. Shipment of production examples from line 2 should be possible soon, however. These new generation batteries may allay some of the concerns cited by the Motorola guy, but I'm not sure about the cost factor. Sounds like MOT is talking tough to impact whatever negotiations are planned or in process.

To: MGV who wrote (7393)	1/24/1999 10:14:00 AM
From: John Curtis	Read Replies (1) \| Respond to of 27311

Mark: What I was attempting to point out was your explicit commentary that the "big boys" naturally have a leg up, and are all knowing about market-sector trends/developments, ain't necessarily so. My use of MOT by way of on an example was to point out what happened with their 1990 gamble on cell-phone technology. They got waaaay out in front of everybody with their analog line of cellular devices, but because of this didn't see, or ignored and made light of, the switch to digital which was roaring down on them at a certain point. Subsequently those companies such as ERICY, Nokia, et.al., began to eat their lunch. It was MOT's involvement in the analog aspect of that product segment which "blinded" them, and I'd use the same style of argument when arguing overhanging the market. The battery "big-boys" have the same problem, particularly as it relates to embedded processes and infrastructure. By the way, MOT still hasn't recovered from that cell-phone gaff, although they're giving it a herculean try(via IRIDF, etc.) Regards! John~