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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: P. Ramamoorthy who wrote (16210)11/16/1999 11:08:00 AM
From: Jay Lowe  Read Replies (2) of 27311
 
>> the market might give VLNC a much higher multiple

And rightly so, in my view. If the technology pans out, and the POs roll in, and the company executes, then they get to have a sizeable share of the cell market ... i.e., their growth is essentially unconstrained by demand or available financing.

As to the first and second premises, the PO is compelling evidence ... as is the CC claim that cells are in the hands of (what?) 35 OEMs for evaluation.

Execution now becomes the issue ... on the existing PO and near-future orders. Evidence? I see mixed evidence ... some history of goof-ups, delays, and confusions ... and some pretty good engineering and QC focus ... and Lev appears to be on top of his game in this area. Appears.

Just have to see.

The ball, static for so long with only potential energy, now begins to roll ...
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