VALENCE TECHNOLOGY (VLNC) Message Board

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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: kolo55 who wrote (3887)	8/23/1998 1:07:00 AM
From: Javelyn Bjoli	Read Replies (3) of 27311

Just wondering, why are you guys looking at the December 5 calls at 13/16 when you could have March 5 calls for 15/16? I disagree that the company's fate is "sealed" by December. They have many checkpoints between here & success, with a long history of schedule slippage. Some milestones coming up: 0) Get some more money (done). 1) Analyst tour of NI plant (theoretically September). 2) Start production in NI (purported - September). 3) Product announcement by first customer (probably at Comdex in November if the batteries are ready in time). 4) Announce first shipment of batteries to customer (guess - December). 5) Customer actually starts delivery of notebook product with VLNC batteries (guess - January). 6) Announce more customers for notebook product (guess - Feb or March). 7) First 10Q with actual revenues from battery sales (reported in April). 8) Start production of cell phone batteries (first half of 1999). This is all if they don't slip or have more big problems. At the very least, the March calls get you through the January 10Q report. Some of you probably believe they will have revenues from real sales in that quarter?

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