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

To: Rich Wolf who wrote (13444)	7/29/1999 1:11:00 PM
From: Cathi Wierzbicki	Read Replies (2) \| Respond to of 27311

Hi Rich: You wrote "Cathy, I don't see that we 'have a lot more waiting ahead' at all." Well, that is what makes a market, Rich.....different interpretations of the same things...:-) I do not post often, but I have followed this thread since it's inception. The couple times I have commented in the past on my expectations based on conference calls, etc., I have stated that it was apparent to me we had more waiting to do. Dead on, so far...:-) I find it very useful as an investor to try to analyze a stock and not to try to rationalize it...:-) All companies try to put the most positive spin on all info they provide to investors, as they should. When a company says "...most of the production problems that has hampered production have been overcome," that is the POSITIVE way of saying "some production problems that have hampered production have NOT been overcome." It is unusual for a company to openly admit to investors frustrations with their current equipment. When they do that, it tells me something. This is the third visitor who has stated that some of their equipment was not in operation during their visit. When a visitor notes that "considerable manual assembly was required" on the line they saw in operation it tells me something. When every time the CEO is questioned about OEM P.O.'s he responds by talking about "programs," that tells me something. When that same CEO says repeatedly (via conference calls and SEC filings) that OEMs will require considerable testing prior to placing orders that tells me something. When the stock languishes near it's yearly lows that tells me something. All in all, it tells me "we have a lot more waiting ahead of us." :-) Cathi