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

To: gvander who wrote (7713)	1/30/1999 1:18:00 PM
From: FMK	Read Replies (3) \| Respond to of 27311

Gvander, thanks for the techweb link. I noticed this comment about planned production capacity the article describes: "Even though this represents less than 5% of the anticipated demand for lithium-ion batteries in 1999, it's still an important first step in proving the commercial viability of this technology," It would appear Valence is now easily producing more watt hours of Li solid polymer than Matsushita, Sony and TDI combined, as they are likely running at least one shift per day on at least two production lines. It makes sense for these latecomers to start with small batteries, as they are easier to produce and make less scrap when debugging. It also makes sense for them to use higher-cost cobalt-oxide for cathode material to avoid stepping on Valence patents for lower-cost Manganese oxide. Here are some links to compare exchange2000.com exchange2000.com exchange2000.com If, as the article states, these Valence competitors represent less than 5% of the anticipated demand, we should view their plans as an endorsement of the technology and still look forward to being able to sell all we can produce of a superior product for quite some time. We have already seen such an endorsement by Valence JV partner Hanil did when they put up $50 million for the South Korean plant that intends to begin producing 1 million cellphone batteries per month early this year, and to then share half the profits with Valence!

To: gvander who wrote (7713)	1/30/1999 1:55:00 PM
From: Gordon Quickstad	Read Replies (2) \| Respond to of 27311

The world seems it may eventually be awash in secondary battery manufacturing capacity. A real advantage may be to those who develop useful form factors when there are so many batteries coming on the scene. I've always felt VLNC should pursue new form factors like LITH did (a large flat battery). If they get to market late with a generic product, they will be in a bidding war with low cost producers. What do you make of the change at ULBI? Have they accomplished their plan and now Jagid is kicking back? The stock price is not saying that, but the company may have very tight seams.