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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: William Epstein who wrote (12625)7/1/1999 7:33:00 PM
From: Rich Wolf  Read Replies (1) of 27311
 
Shorts are going to lose here, Bill.

I repeat, if Valence's new product (already sent out to customers for evaluation) does what they say it does, the OEM customers who have been sitting on the fence are going to dive in. Implicit in this discussion is that Valence can deliver the volumes Lev quoted in the last two interviews (30 million cells/year from the current lines 1-3; there's a fourth on the way in two months, *after* they get the cash from a secondary at a higher price).

Names? I suggest one think of their customers' names.
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