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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: Gordon Quickstad who wrote (3012)5/25/1998 6:14:00 PM
From: Jay Lowe  Read Replies (1) of 27311
 
Thanks, Gordon ... something is surely up at VLNC around customers
and POs specifically. I read it as having the properties of: transient, present tense, emotionally negative, low-moderate intensity, and not fitting into the rest of LD's experience.

- Some disappointment about customer PO schedule
- Some in-house sales guy whining
- Some push-back from engineering

Something along these lines. What makes it interesting to me is the loading ... I take it to mean that LD is energized in this area, which is exactly what we want. In the previous CC there was no emotional loading on any of the "getting to market" substance.
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