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

To: P. Ramamoorthy who wrote (13755)	8/16/1999 10:10:00 AM
From: Chisy	Read Replies (1) \| Respond to of 27311

Why don't you like Sony's Li ion batteries? Can you be specific?

To: P. Ramamoorthy who wrote (13755)	8/16/1999 11:54:00 AM
From: Tickertype	Read Replies (2) \| Respond to of 27311

Ram, my impression has been that Lev considers production costs to be extremely proprietary for competitive reasons. Didn't he say on the previous cc that he would not reveal the dollars represented by those 30+ miles of laminate shipped to Hanil so that competitors wouldn't be able to figure out what his costs were? I seem to remember his saying that. So we may not get much 'supply side' information, but hopefully we'll soon learn more about the demand side. And I hope the demand is all we've been expecting and then some! - T -