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

To: Rich Wolf who wrote (8085)	2/8/1999 9:01:00 PM
From: Mark Johnson	Respond to of 27311

New Manganese polymer research Hey Rich: Enjoyed the visit at the shareholders meeting. Your link ties in very well with the presentation we witnessed. Interesting to note Valence has already implemented this technology in their battery! Here it is again it's worth the read! eet.com

To: Rich Wolf who wrote (8085)	2/8/1999 9:09:00 PM
From: FMK	Read Replies (1) \| Respond to of 27311

Hi Rich, it sounds like they have found something in the lab that could be in the category of Valence's next generation. Unfortunately, we don't have any published numbers from Valence to compare, but I did hear that Valence has achieved something similar that so far has been described only as the next generation that obsoletes the current one. We know from experience, of course, that its a long time between lab experiments, hundreds of patents, in house and customer testing programs and mass production! Valence's 25 per minute and 4 per minute witnessed by plant visitors and seen on the videotapes at the SM feels pretty good at this point!

To: Rich Wolf who wrote (8085)	2/9/1999 12:30:00 PM
From: Rich Wolf	Respond to of 27311

Addendum to St. Andrews research on Manganese spinels: (yahoo post 9000): >> For those not in, Mn spinel Li-ion batteries have been commercially produced and available since 1996 when Moli Energy, Canada (NEC has a big stake in it) introduced them, both round and prismatic cells. So the statement by P. Bruce (St. Andrews (ed)) is a bit misleading. Secondly, everybody and his uncle has been trying to dope Mn spinel with anything in the periodic table to improve its high temp stability and capacity (its theoretical capacity is 148 mAh/g vs. 115-120 seen in practice). Third, this is still too low compared to Co (140 mAh/g) or Co-doped Ni oxide (160-180, but is it safe?). The spinel research at St Andrews has been going on for quite some time (), but they are not the leaders; their work has always been sort of academic in focus, and a few duds have been presented as breakthroughs. Be skeptical. The leaders in Mn spinel are Tarascon and Amatucci of Bellcore, and (boy, I forgot his name, used to be in S. Africa, but now at Ames NL; sorry for the temporary lapse...). The rest is playing catch-up. >> (A previous post noted more specifically that P. Bruce has been active for 15-20 years with this research.) -------------------------------------------------------------------- Now I consider what else we don't know about Valence's patent portfolio...and that, like we now find them well in the lead with respect to high-speed production using manganese spinel, they may be well in the lead on materials 'that will obsolete their own products' (quote from Lev Dawson, last summer). At the meeting, the patent count was given as: 211 issued, 16 allowed (=granted, will issue shortly), 135 pending (submitted and under review), 85 in preparation (Valence scientists and attorneys doing paperwork), and 147 'disclosures' (inventions, concepts, etc., in internal company review). Something's cooking....