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

To: John Curtis who wrote (15066)	10/5/1999 6:29:00 PM
From: Jay Lowe	Read Replies (1) \| Respond to of 27311

Thanks for the GREAT pointer John ... there are some profound points in these conference materials as you say. Thinking about the "Starting List of Issues" ... I'm struck by how clearly so many elements of the battery business model(s) are undergoing flux and change. I reflect on delayed VLNC expectations in this light. It's no wonder that execution has limped behind planning ... the VLNC business model has not specifically embraced these changes in totality ... but rather as a learning process. IOW ... the VLNC business model is tracking ... not leading ... the overall battery world's evolving reality. IOW, IOW ... no communications from VLNC that I have seen addresses the plurality of issues AROUND the cell ... these issues "are left as an exercise for the OEM" ... and no wonder things are delayed as OEMs struggle with these issues. Time for a quantum leap in business model. Time to offer OEMs something more along the lines of "energy solutions" instead of "cool cells" ... such a paradigm would have a lot of process involved, of course ... but never-the-less, leaving the OEMs to answer these questions is too passive for my liking. We need some disruptive thinking from VLNC. And some POs. Grins, Jay