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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: FMK who wrote (6099)12/19/1998 7:42:00 AM
From: Greg McDaniel   of 27311
 
Fred I would like to know which OEMs have already adapted the 4x4 size. Your scenario assumes this has already been adapted. Is the current lithion-ion standard or any other battery 4x4? If so that is great. If not then lead time for OEMs has to be built into a model. If on the other hand OEM is not willing or can not make a 4x4 then lead time for VLNC has to be built into the model. I recall from last conference call that Lev suggested this would take 6 months. Therefore I feel more comfortable with a very conservative roll out and ramp up.
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