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

To: William Epstein who wrote (11463)	5/26/1999 10:46:00 PM
From: jean1057	Read Replies (1) \| Respond to of 27311

Photoman:varios of the patents that Valence has in its portfolio, are for future battery technology, meaning 2nd and 3rd generation of Li Poly batteries...you are right that Valence is interested in manufacturing, but IMHO the future vision of Lev is that the Valence technology, and not the product produced by them, will reap the BIG money, in my opinion it would be a fatal misjudgement anyway, by any company to try to be the only supplier on the worldmarket, of any product. We have various examples of this failures...take Apple Computer....Sony with their Beta System (VCR)...btw. it was a question that I put to Lev on my resent NI trip, if it was the intention to act as a "bio technology" company in the future...and he told me that this was a good description of his vision... That seems the only way today to corner a market.... As you mentioned there are countries, like KOREA btw, that do very much like to close the door for imports , to protect their market... that is why licensing is more important than anything else.... Isnt there a company (do not remember the name) that reaps $ 600 million in licensing fees on the patent they hold on the li ion cobalt technology?????But of course the most important thing at the moment is to have enough production capability to satisfy a major OEM.... one major company using this technology...nobody will be able to ignore it anymore and it will very soon become standard....and in products far beyond cell phones, laptops and palms....take portable DVD players, CD players, stereos etc. etc....Valence would never be able to satisfy all the market ... but on the other hand maybe I am wrong....