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

To: FMK who wrote (11051)	5/6/1999 6:08:00 PM
From: John Curtis	Read Replies (1) \| Respond to of 27311

So much for the argument about Delphi not having a use for the results of their joint research with VLNC, eh? ;-) Now about those..... John~

To: FMK who wrote (11051)	5/6/1999 10:48:00 PM
From: Bob Childers	Respond to of 27311

Friends- I think FMK is right. Use of phosphate cathodes in high voltage truck, generator and other hi-capacity applications could be a very big business - much of it replacement over the next several years. Here are a couple questions: 1. If Delco produces, will VLNC have any licensing fees coming from their old agreement? 2. What kind of royalty might the phosphate cathode patent realistically bring? 4%?, 6%?, 8%?. (Did someone recently report here that existing cathodes were still generating 8% for patentee?) 3. What about larger stationary applications? The replacement market is important, but turnover is slow. How large a demand will there be for new uses in telecommunications, utility load balancing, and others? Does anyone know of these things? Bob