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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: barrcuda who wrote (1380)11/17/1997 3:49:00 PM
From: wm sharp   of 27311
 
David - Very much appreciate your report. This reinforces my impression of a solid, committed, and understated management.
In a way, I'm pleased they can still play their hand on their own terms (i.e. with minimal competitor, press, or litigation pressures.)

Larry - As a VLNC holder, I'm inclined to wish ULBI the same degree of success. I certainly hope their ramp up is on schedule and their yields exceed expectations. And I wouldn't mind if they were technically first to supply an OEM with production product.
What neither company needs is distorted press, or the perception among OEMs that the technology is not ready for production.
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