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

To: Larry Brubaker who wrote (9523)	3/19/1999 11:07:00 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 27311

Larry, for IC vehicles the technology could be used for storage, but I do not see wide spread use of any battery for EV vehicle. Daimler just demonstrated yesterday a ZEV vehicle and it used a hydrogen fueled fuel cell, not a battery. May Don W. reads too much SciFi. (G). Let me put it this way, VLNC will do extremely well if they manage to go smoothly into mass production for just laptops and portable phones. The critical question is their ability to ramp up production without a hitch. Any massive recall could be fatal, but I presume they know that. Zeev

To: Larry Brubaker who wrote (9523)	3/19/1999 11:32:00 AM
From: Rich Wolf	Read Replies (1) \| Respond to of 27311

EVs: We discussed the issue with Lev at the shareholders meeting, and his position was that he wasn't interested in producing any batteries for the automotive market. HOWEVER, he pointedly remarked that after 2003, Valence has the right to license the technology to anyone in the automotive industry, and would be happy to. He also said their laminate production capability would enable them to sell laminate to such users. If the patents for the new cathode materials are as lucrative as he's suggesting, then everyone will have to go through Valence to have access to the technology for the highest-density lithium-polymer batteries for any market, be it automotive or mobile electronics.