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

To: Zeev Hed who wrote (17290)12/27/1999 2:09:00 PM
From: MHS  Read Replies (1) | Respond to of 27311
 
Zeev, while I would agree that a "flawless" execution is rare, it is also clear that Lev and company are have planned for a cautious and careful rampup that has tried to anticipate those problems. When I asked in the last CC whether they would be aggressive or cautious, it was clear that they would be extremely cautious. It does not need to be flawless, it just needs to deliver the product on time and a product that performs as advertised, something IMHO, that VLNC will be able to do.

mhs



To: Zeev Hed who wrote (17290)12/27/1999 2:23:00 PM
From: Richard M. Jimmink  Read Replies (1) | Respond to of 27311
 
Zeev,
I agree with your general comment about initial mass production screw-ups. However, Valence has been wise, for a change, to take extensive mass pre production units for field testing. They have valid data for the quality control rejection rate in production.
They have valid field data for rejection rate at the potential customers.
Will they have problems, yes. The degree of failure should be minimal. IMHO
Dick


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