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

To: Pronichev who wrote (8046)	2/6/1999 8:41:00 AM
From: Dennis V.	Respond to of 27311

I concur, Pronichev. Finally heard from the horse's mouth that the Co. is pursuing the li manganese technology. I didn't learn any more about the battery energy density, though. I've been a bit leery of claims about the putative safety of this versus that, not that there isn't some mileage to gain, but, rather skeptical if that is the best they can do. Lev admitted, and every recent technical publication has stated that the key competitive factor lies with improvement in battery chemistry to the end of improving energy density. At this point, I don't know what to make of the specs released by Hanil, or Lev's claim of revolutionary technology. On the positive side, the patent portfolio just gets more impressive. Surely, this li mn battery is a transitional form; that is unless the R&D people have come up with something totally unexpected in this regard. It's possible that some innovation such as increasing the effective surface area of the electrodes, or some new electrolyte additive could increase performance. Otherwise,"why all the patents?" It's possible that the Co. would try to lock up possible competing technologies, but it doesn't seem likely that the pursuit of this angle would be cost effective or materially beneficial. Surely, all this activity in li Vanadium, etc. points to efforts towards the revolutionary objective. Still waiting and watching.