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

To: Dennis V. who wrote (7403)	1/23/1999 4:02:00 PM
From: FMK	Read Replies (1) \| Respond to of 27311

Hi Dennis, I believe you are correct about Motorola's comments applying to earlier product versions. I have a feeling that if the editor was challenged to reveal if he has spoken with Motorola or Energizer recently, we would hear a different story. I also believe Valence is aware of Asian strategy and not concerned because of the competitive advantage of Li polymer and its low manufacturing cost. It helps also to have patented so many materials such as manganese oxide, forcing much of the competition to use higher-cost Cobalt oxide as cathode material, as appears to be the case with T&B & Matsushita. I remain confident that Valence has the best product and will be first to produce in high volume.

To: Dennis V. who wrote (7403)	1/24/1999 10:57:00 AM
From: John Curtis	Read Replies (1) \| Respond to of 27311

Dennis: Asian dumping is a big problem. Always has been and always will be for some industry segments. And particularly since they don't play by U.S. "rules on engagement" not to mention the fact of their current economic......eh......malaise. Still, my gut reaction to that Barrons article is......"Is that all it takes to get to be a writer for this mag??" Heh!! It did nothing to change my opinion of them as a fine bastion of in-depth reportage. ;-) Jeezus, and to think they were once a pretty fine institution. Still, what I DID take away from the article was one particular point which, if you're thinking about it, should color yer perception of the article. The industry is SECRETIVE, so just what are the odds a little 'ol reporter is gonna get lot's of current data, eh? Heh! Bottom Line? It's sure getting interesting out there in the market sector VLNC is attempting to establish a presence within. All this smoke beginning to swirl up from different competitive camps. Must mean things are heating up, eh? John~