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Technology Stocks : Energy Conversion Devices -- Ignore unavailable to you. Want to Upgrade?

To: fred whitridge who wrote (3099)	1/28/1999 12:55:00 PM
From: Ray	Respond to of 8393

Fred, I do not think LiPoly is an immediate threat to NiMH sales - even in electronics applications. Market penetration by new batteries has typically take considerable time. However, it appears the difficult technology of LiPolybattery production is farther along than the Barrons' article indicated. Also, the article has been criticised for its shallow opinions about who is ahead in achieving production volumes of LiPoly batteries. People who follow LiPoly much more diligently than I are mostly invested in Valence Technology - which has apparently established production capacity for something like 5 batteries (cells?) per minute in one production line and are establishing several such lines. Lest you think I am shilling VLNC, I assure you that I have much more invested in ENER than VLNC. I just see a good possibility that LiPoly will quickly establish, in 1999, a reasonable entry in the market and that VLNC, being a pure play, will have a substantial stock price rise.

To: fred whitridge who wrote (3099)	1/28/1999 1:18:00 PM
From: Ray	Respond to of 8393

Here is a news item link announcing use of LiPOly batteries in Ericsson's new cellular phone. biz.yahoo.com

To: fred whitridge who wrote (3099)	1/28/1999 1:41:00 PM
From: Don Devlin	Read Replies (2) \| Respond to of 8393

First the good news: A friend of a friend bought some Ener on Monday from Charles Schwab and discovered they had listed ECD as a buy. He checked again today or yesterday and it was listed as a "Strong" buy. Bad news: I had an equally bad experience receiving information from United Solar (Solar Utility) When I attempted to get information for a developer. I've passed the information on to Stan and Bob, today.

To: fred whitridge who wrote (3099)	1/28/1999 8:25:00 PM
From: fred whitridge	Read Replies (2) \| Respond to of 8393

OK, how may of you are doing your homework for the SI thread? Retiarius, have you read any great patents lately?? Tom Hoff, have you run down any rumors? (No, Don, driving around in your EV1 doesn't count as homework.) Me, I have gone to the library, and pulled out the "Car that Could". I believe I must have given my copy away. Thought I'd read about one of our new board members. For those who haven't read it Michael Shnayerson's book is a MUST READ. Herewith from the last pages before the epilogue: "Often, in those tumultuous months, Baker's thoughts turned to his job. In the nearly two years he'd been a GM vice president, he'd done much to prove himself, setting R&D on a more agressive, commercial track, positioning it to be the think tank for real products, not futuristic fantasies. Now the Advanced Technology Vehicles platform would report to him as well. Sometimes it seemed enough. Sometimes being vice president seemed a lot less fun than he'd imagined it would be. Perhaps his expectations had been too keen: being a vice president had meant, he'd somehow assumed, that life would finally e perfect, that all problems would be solved. Of course, they weren't. And being that much further removed from the real work of engineering that he loved had proved a mixed blessing as well. Should he have stayed with Impact [predecessor to the EV1], he wondered? Taken the gamble it might be revived? Turned down R&D? Certainly, eeing someone else bring the car to market still stirred feelings of loss and regret. Yet given the choice again-- he would have made the same career decision. He was an engineer, and a dreamer of sorts, but also a corporate man. Allowed to rise in the ranks, he rose. A different thought haunted him as he stood in his VP's office, looking out over the lake. Managing Impact-- the job he'd so dreaded-- had become the best time of his life. The greatest challenge. The most satisfying success. What could equal it now?" The Car That Could, Pages 255 & 256 Sounds like a good board candidate for our little company...