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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: Jay Lowe who wrote (3016)5/25/1998 11:31:00 PM
From: Cathi Wierzbicki  Read Replies (1) of 27311
 
Jay, I have really enjoyed your posts. I think you are probably right on target. I was very surprised by how much emphasis Lev Dawson put on customers being the "critical path" during the conference call. Especially since that attitude was so different from the one David Archibald conveyed last year...namely, that VLNC would be able to sell all it could make..:-)

I came away from listening to the call with the idea that we have some more waiting to do.

Cathi
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