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

To: golden_tee who wrote (11149)	5/14/1999 12:05:00 AM
From: Razorbak	Read Replies (1) \| Respond to of 27311

Sounds plausible. <eom>

To: golden_tee who wrote (11149)	5/14/1999 7:12:00 AM
From: Dennis V.	Respond to of 27311

Ref Fugitsu: I think the wording of this announcement can be interpreted to mean that they have failed to develop a large li poly battery or a large capacity, small battery...translation problems with these Asian releases. Best guess, you are right(somebody tell Barron's and MKT_e). The most interesting part, they state that such batteries WILL BE AVAILABLE, and Fugitsu will be a customer. The small batteries will be a hotly contested, low margin business. Most of the vendors will be using generic, cobalt designs and it is well within Fugitsu's capability to produce these. They apparently didn't want this business, but failed in their primary objective, to be competitive in the laptop business. The strong implication is that they have lost out to somebody else, namely Valence. The idea that Fugitsu could make such a huge and fruitless investment and nobody but a few "spooks" know anything about it emphasizes the closed nature of Japanese corporate world and doesn't rule out another such company as a competitor, but I doubt it. I think Valence has the upper hand in the large battery business, and when the phosphate composite electrodes reach commercial applications, within the year, probably, the small cell business as well.

To: golden_tee who wrote (11149)	5/14/1999 8:34:00 AM
From: hcirteg	Respond to of 27311

Robert- I consider your post to be one of the most compelling arguments to dive into VLNC that we have seen in MONTHS! The race is, and has been, OVER.... Thanks for the confirmation and do I hear investors lining up at the VLNC trading area? HC

To: golden_tee who wrote (11149)	5/14/1999 8:49:00 AM
From: John Curtis	Read Replies (1) \| Respond to of 27311

Robert: It appears Fujitsu has made a judicious decision based on data not available to us. BUT, corporations typically make these "throw in the towel" decisions based on data they've gleaned which tells them further pursuit of a particular "thang" will merely be throwing good money after bad. In other words. They taken a look at current market sector developments, compared those developments against their own internal efforts, and decided they're too far behind the curve. Enuf said. Bottom Line? One of VLNC's "big boy/girl" potential competitors just came up lame in the race. They're one less force to worry about, eh? HEH! And Zeev, regarding the WHY to VLNC's "anti-gravity" performance these past few months......well.....this, too, is fairly clear. Exercising the rationale that all else being equal, the simplest hypothesis must be true, VLNC is staying afloat simply because the market knows something just might finally be up with them. As such, although it hasn't voted its confidence yet via massive inflows of money and rocketing valuations, it has at least allowed for a positive possibility and is keeping its position intact. This keeps VLNC stable and in a ~1.5 point range. Now.....about those p.o.'s.... John~