Sorry to sound like a downer and, of course, I would love to be wrong, but it just doesn't make any sense that there would be a contract announced around this show or anytime soon. I think it will be anywhere between 6 weeks and 6 months. Why? Because no OEM is going to commit until there is HIGH SPEED production from the high speed line. This won't happen before January at the earliest.
Also, as per the last two CC's, the earliest they could have been sending test batteries off this line to customers would be 60 days after Sept1. or only a few weeks ago, and Lev won't admit to the fact that it has happened yet at all. His no comment is powerful stuff, the meaning of which, completely eludes me. Of course if an annoucement comes soon, I will be as happy as any one, any you can all make fun of me and I won't care. Also I think the death spiral, with all due respect to Zeev, reads like science fiction to my unexperienced ears and although very interesting I don't think pertains to Valence Good night |
