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

To: Pallisard who wrote (12378)	6/24/1999 10:27:00 PM
From: golden_tee	Respond to of 27311

A few thoughts. It seems that VLNC is now producing laminate by the mile. We have confirmation from these past 3 announcements that they are producing laminate at will that meets their customers' (Hanil & Alliant) specifications. A question for the group. If you were VLNC and had finally gotten the high speed line running to spec, would you send the first product off the line to a joint venture and a strategic partner, or would you use it to produce batteries in quantity for OEMs to qualify? I'd likely do the latter. Assuming this is true, that suggests that high quality laminate has been flying off the high speed line for some time now. Where did it go? Customer battery samples? If the laminate was in quarantine for some period, doesn't this mean that the actual manufacturing of the laminate was some time ago? Doesn't that suggest a shorter time to potential P.O.'s? Just pondering some unknowns.