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

To: Larry Brubaker who wrote (12778)	7/5/1999 4:09:00 PM
From: John Curtis	Read Replies (1) \| Respond to of 27311

Larry: I'm haven't turned negative on VLNC, unlike you. At least..not yet. But I will admit that I'm keeping VLNC in the highly speculative category, even with recent "p.o." announcements. Why? Because we still cannot project any true valuation on 'em, since earnings dollars against those p.o.'s are unknown. And I refuse to engage in the "x widgets times watt hours times wholesale price per watthours" type of speculation as anything derived is fanciful at best. I, like the market, would like to hear VLNC management state the production capabilities they're EXPERIENCING off the line(s) before I do any number crunch. But be that as it may, my bottom line guess is these contracts merely cover costs, and that's it. We're still left waiting on a OEM p.o.. So what to do, what to do......I suggest everyone sit back, wait and see what July and August bring us.....uh......besides lot'sa heat that is. After all, no one can deny things are sure getting interesting around the 'ol VLNC homestead, eh? Here's hoping for another OMPT, or ANCR, or.....heh! ;-) John~