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

To: Razorbak who wrote (16601)	12/2/1999 6:36:00 PM
From: Jay Lowe	Respond to of 27311

>> It looks like this order is undeniably huge at this stage Indeed. At a current (or very-near-term) run-rate of $40M, $17M represents 42% of capacity subscribed by the first orders from two vendors ... representing perhaps just two appliance models. Is this apples and apples?

To: Razorbak who wrote (16601)	12/2/1999 6:45:00 PM
From: MGV	Read Replies (2) \| Respond to of 27311

Which is worse, no valuable contracts which would logically require below market sales or poor management that would repeatedly miscalculate and sell equity at below market prices when it didn't have to do so? Why do the just-announced financing deal if the contract is legitimate (i.e. ironclad and window opening)?