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

To: Zeev Hed who wrote (17225)	12/23/1999 3:29:00 PM
From: Pallisard	Respond to of 27311

Zeev - thanks for your input. I don't know anything about tomout's source or the logic behind his projection. But personally, I do think $50 is possible, especially when one sees the way investors get caught up in the speculation associated with IPO's and young technology companies. Actually Valence, in my opinion, has as much or more real and potential value than many of those internet high flyers whose valuation strained all credibility. :-) Enjoy your vacation. Happy holidays.

To: Zeev Hed who wrote (17225)	12/23/1999 3:46:00 PM
From: MHS	Read Replies (1) \| Respond to of 27311

I don't think 50 is impossible either -- and it makes me a bit uncomfortable because it would not be based on any fundamental (ie income) evaluation at that point. But if they have the battery we all hope and trust they do, this could react like an internet or tel comm stock and get way ahead of itself. I personally would rather see a steady growth to the 30 or 40 Zeev mentioned and then higher the following year. It will also depend on the contract and whom they are with. mhs

To: Zeev Hed who wrote (17225)	12/23/1999 4:12:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 27311

Hi Zeev: The good news from today is this helps VLNC in selling their product which should lead to more orders. From my experience many companies would be reluctant to order / buy if there is high risk the company wouldn't have the funds to purchase the materials, pay expenses, etc to make the product and meet the order committment (no matter what the sales man says about being able to meet the committment). When you borrow from Peter to pay Paul (as this company has been forced to do) it makes it difficult for buyers to committ. Todays news eliminates the financial uncertainity from the buyers perspective. Now its only a competitive issue and the ability to intergrate the battery into the phone designs. So we have Nokia, Erricson, MOT, Samsung, QCOM (phone division which is being sold to Japanese company). Once one start to use the battery the others would have to follow from a competitive standpoint. A lot of potential here. Of course Murphy's law always comes into play and you can't expect any news from a European company until after year end. I agree we won't go past $27 without news and can actually drift back to $18ish range (on low volumn of course). However the market seems to want to go higher (today looks like some other areas started to participate) and I've seen many a stock take a day or two to react to good news. Have a good holiday. Tim