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Technology Stocks : ULBI..Ultralife Batteries -- Ignore unavailable to you. Want to Upgrade?

To: gvander who wrote (356)	2/14/1999 11:57:00 AM
From: gvander	Read Replies (1) \| Respond to of 522

I am glad ULBI was smart enough to hold back some liquid assets for the enivitable "innovation wave." They will be able to license all the improvements. I am not suggesting these (1 & 2 below) they are just recent examples of the numerous improvements coming. Law of averages dealing with innovation gives liquid companies a great advantage--cherry picking separate lines of innovation, development and theory to supplement your own. A lone competitor--just based on averages--cannot compete in an environment like this where in essence thousands of R&D companies are working for you. Quotes from recent articles: 1. Advanced research continues to hone the performance of lithium-polymer systems. Researchers at Lawrence Berkeley National Laboratory have come up with a positive electrode material for lithium-polymer systems. The approach disperses a homogeneous nanoscale transition metal inside the polymer matrix to produce a battery with robust charging characteristics and high discharge rates-ideal properties for electric-vehicle applications. The technology is available for licensing. Source: techweb.com 2. St. Andrews, Scotland - Mobile phones, notebook computers and electric vehicles could all benefit from an advance in rechargeable lithium-battery technology made by researchers at St. Andrews University. The research team, working under professor Peter Bruce, has synthesized a lithium manganese oxide compound that holds out the prospect of 50 percent higher storage capacities for lithium rechargeable batteries. Source: techweb.com I think competitors that blew all their resources on what is essence one "process" will face bankruptcy when they realize huge cost they will encure when they have to switch processes. Some have burnt nearly 11 milllion a quarter and have no resources left. The secondary market will see through companies that tried that strategy. Underwriters are loath to underwrite companies fail to understand the nature of the industry. One of these companies I am talking about has burnt 100 million on their first holy grail -- realized the bellcore battery concept was better, had to reverse course (wasting many lines and equipment,nearly went bk). This same company is doing it again same people at the healm and same pattern of insider buys. My bet is they get blind sided again. The innovation wave is a humbling experience just ask IBM and Japan Inc.

To: gvander who wrote (356)	2/14/1999 1:29:00 PM
From: Brander	Respond to of 522

Thanks for sharing your links and research. Some of the best on SI, IMO. They are in a tough market, and who knows who is going to come out profitable, but I continue to have my money with ULBI long. They put a premium on continued R & D, which, of course, is essential. Those that concentrate all their resources on one specific technology and product are destined to be a flash in the pan, at the best. Short term traders could profit, but I am more interested in long term growth. IMO, ULBI has the infrastructure to be successful along these lines. Keep the information coming. It is much appreciated.