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

To: Rich Wolf who wrote (8397)	2/15/1999 9:08:00 PM
From: gvander	Read Replies (1) \| Respond to of 27311

Thanks for your post. I thought I got a little carried away with that last one. I was hoping someone read the cover story in the Financial Times today regarding Colbalt. The story might be relevant here.

To: Rich Wolf who wrote (8397)	2/15/1999 9:11:00 PM
From: gvander	Respond to of 27311

I think in the small cell arena the one competitor to watch is Hitachi/Maxell (dba Battery Engineering).

To: Rich Wolf who wrote (8397)	2/15/1999 9:44:00 PM
From: add	Respond to of 27311

In small cells, It will be harder to break into the small cell size. The energy density is the same, but the energy per unit weight will be slightly less according to Lev. I don't really remember if Lev had said how much less. From the previous links, it seems even a 5% reduction would match current progress, 10% would put Valence ahead by a year. Since many of the J. mobile product companies have their own battery units, it seems that Valence must have at least a 10% weight reduction to break into the market.

To: Rich Wolf who wrote (8397)	2/16/1999 7:18:00 PM
From: gvander	Read Replies (1) \| Respond to of 27311

You don't need an analysis to figure this one out do you--look at the graph (Li-Ion v. E-LIT) onpowertech.com The Company announced plans to build a $35 million combined research and production plant in La Spezia,Italy. The new complex will produce lithium batteries for use in cellphones, laptop computers and electric vehicles. (see Darnell page updated 2/16/1999) darnell.com This is just the tip of the "innovation wave." Need I even suggest that you AB-UP. BTW also watch Moltech in the small cell arena. Also don't even try to suggest Bellcore type derivatives can compete with this or others on the way. Some others to look at include 3M, Electrofuel Canada, Moltech but all too often these get overlooked because they are either private or are too difficult to find performance information on for ordinary investors.