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

To: I. N. Vester who wrote (15945)	11/11/1999 1:14:00 PM
From: Robert Cohen	Respond to of 27311

Looks like CC is not fully hedged. IMO they will convert their remaining shares when we see REDI leave the inside ask. Robert

To: I. N. Vester who wrote (15945)	11/11/1999 1:15:00 PM
From: Larry Brubaker	Respond to of 27311

IN, we have yet to see what the margins are. From Lev's comments, I have no doubt it is a "high demand" product. The question in my mind remains production capacity and yield. While they are obviously making progress, there still is much to be proven, IMO. If everything goes right from here, this might be a wonderful investment in the long-run. In the short-run, there are still many uncertainties, IMO. The fact that they now have a contract removes some uncertainty and probably justifies a higher stock price. I would not be willing to say that a market cap significantly above $200 million is justified, based on what we know. Again, I think the market cap. at $6 is fairly generous, Castle Creek or no Castle Creek.