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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: jean1057 who wrote (13638)8/12/1999 1:03:00 PM
From: Sig  Read Replies (1) of 27311
 
I found the call extremely positive. Lev didn't duck anything and was clear -- for the first time-- that revenue stream could start this Q and be bigger next Q (end of Dec). The feeling I had was that OEMs are ready and waiting, and VLNC's relationships with them are extremely good because he has been totally frank with them. Very good: seems like they're in our corner. Also, that almost everything is in place (or will be). Henderson is already working on Gen.3's. Also, no one is even close to VLNC as a provider, and licensing will be big after proven results from the pioneering OEM's. No one else in the world can do now what Valence is doing; no competitor even has a factory, let alone the patents VLNC has, which Lev believes to be singular. Should be a good Xmas and New Year's. Regards to all.
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