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: Pronichev who wrote (8529)	2/21/1999 11:15:00 AM
From: Dennis V.	Read Replies (1) \| Respond to of 27311

Hi Pronichev, right you are, the anode is carbon, plus binder. The cathode is lithium-vanadium-M-phosphate, plus some carbon and binder. It looks like the story behind the PR is that Valence has found processes to extract near theoretical specific capacity from the cell. I don't know what this would translate to in energy density and it's all conjecture at this point anyway. The 60% no in the PR can be interpreted in different ways as suggested by lws. It looks like another party was working on something similar(intercalation of metal phosphates) and has an earlier patent. This was Dr. Goodenough at the U. of Texas, I think. Apparently, the two patents are different, but also close enough to initiate some speculation that VLNC's might be "derivative"(not earthshaking or fundamental). This may be quibbling since getting to market first with something that works is fundamental to the company's business. The question as to whether Valence's patent is defensible against competitors in the long run is beyond me and probably not of importance, for now. Regards.