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Technology Stocks : VALENCE TECHNOLOGY (VLNC) -- Ignore unavailable to you. Want to Upgrade?

To: William Epstein who wrote (12370)	6/24/1999 5:59:00 PM
From: Rich Wolf	Respond to of 27311

Bill, with all due respect there is no basis for your statement that 'big production orders are a ways off.' In fact, visitors to the plant have verified that Valence is capable of handling the throughput of big POs. Only Lev and those around him know what their timeline is. For all we know, they could be producing and shipping right now, in response to POs.

To: William Epstein who wrote (12370)	6/24/1999 6:00:00 PM
From: FMK	Respond to of 27311

Bill, with all due respect. I must comment on your statement:<<That is the value of all this quacking. I see production sometime, in the fall to the end of the year.>> I believe Lev is in NI seeing, and overseeing production at the very moment. We could very well hear him conduct the conference call from the factory, and be able to hear the machinery in operation as he speaks. Listen for it. They wouldn't have tripled the factory head count months ago if production was not to be until Fall.

To: William Epstein who wrote (12370)	6/24/1999 6:19:00 PM
From: FMK	Read Replies (1) \| Respond to of 27311

Bill, I should add that if we hear production machinery in operation during the call, it will be an indication that they are working an evening shift, due to differences in time zones. Even if you don't see production until Fall or the end of the year, remember that Mooter saw production during his plant visit a few weeks ago.