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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: Tickertype who wrote (22191)11/10/2000 12:35:54 PM
From: Jeff S.  Read Replies (3) of 27311
 
T

There were two sets of discussions going on. Lev was talking about the exciting possibilities of what the Telecordia deal will enable, and the analysts wanted revenue estimates for the next few quarters. Honestly, the more I listen to these conference calls the less confidence I have in analysts.

What Lev was trying to explain was instead of VLNC having to do all of the work necessary to get this technology to the EOM of all the myriad of electronic possibilities from satallites to submarines, now they can go to the licensees who have been having a difficult to impossible time of producing the batteries and enable them to produce the batteries.

This is fantastic. You already have a group of customers, approx. 15, who have invested significant sums of capital in this technology, but have been unable to produce the battery. VLNC will be preaching to the choir. It is if McDonald's went out 40 years ago to thousands of potential hamburger vendors and gave them the technology to produce hambugers.

This now takes care of the single source problem that VLNC has been dealing with in regard to the lap tops.

I think at one point Lev got pretty pissed off at one questioner. I think he was saying, if you can't fathom the importance of this, then just sell the stock.

Jeff
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