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

To: I. N. Vester who wrote (13364)	7/23/1999 6:01:00 PM
From: Zeev Hed	Respond to of 27311

I.N. we have been told that they can mass produce for almost nine moths, I would guess that getting some initial orders should not have been a major problems with such performance advantage, the only thing left is profitable yields (hopefully in excess of 80%). Since I have had experience with similar type of processes before, I know from that this type of manufacturing process requires very accurate tweaking (and everytime you fix one minute problem a new one is thrown your way by our old friend Mr. Murphy). Finally the fact that ULBI has similar problems (which I have verified indirectly) reinforces this supposition. It is no more than a rational "educated guess", however, but not exactly WAG. If that guess is wrong, than one should really be worried, because the lack of orders might be indicative of more fundamental problems. I am not in the camp of those that think more fundamental problems are at play, until I see some evidence to support such an assertion. Zeev