Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: lws who wrote (8487)	2/18/1999 12:26:00 PM
From: Dennis V.	Respond to of 27311

Hi lws, the 170 Whrs/kg no. originally came from a calculation of the Hanil specs. Notice that today's press release projects a 60% increase over present levels. We're in the ball park with these projections, have been since Oct. Remember when I suggested to you that based on those calculations, it seemed certain that Valence would enter the market with new and improved materials? This assumption was correct, but timing was not right. Originally, I was looking for immediate entry of 3rd generation, now looks but a few months off, roughly paralleling Hanil's production versions projected for late summer '99.

To: lws who wrote (8487)	2/18/1999 1:27:00 PM
From: mooter775	Read Replies (1) \| Respond to of 27311

170 is around 150% > the current (so I am told) typical output of the li-ion cells currently being sold at 115 wt hr/kg. My understanding is that the li-polymer cells have a 20-25% weight advantage over the li-ion cells, and that Valence is now sending to OEMs cells with a 120 wthr/kg capacity (effecitvely 150 wthr/kg vis a vis comparable li-ion cells. So if you are a li-ion producer without the capability to move quickly into li-polymer, you have a tremendous incentive to license the Valence cathodes and remain competitive up to the 170-1809 wthr/kg level.