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

To: Rich Wolf who wrote (17318)	12/28/1999 12:52:00 PM
From: Tickertype	Read Replies (1) \| Respond to of 27311

Nice explanation of the various process factors, Rich. My WAG about possible reworking of cells at the downstream end was based on Lev's comments on the cc last summer, where he said they scrap an entire lot if they find too many "leakers". From that I inferred that maybe leaky packages are the most prevalent form of failure. Anyway, this is an interesting topic to ask about at the annual meeting. Meanwhile.....I found Jean Claude's comments about laptop cells doing well in beta tests with Moltech very interesting. I assume Moltech has been repackaging some and doing their own testing, like Lev's said repackagers would do. Things are going well......could that mean we may soon hear of laptop battery sales? THAT would sure give the stock price another kick in the butt! - T -

To: Rich Wolf who wrote (17318)	12/28/1999 1:09:00 PM
From: John Curtis	Read Replies (1) \| Respond to of 27311

Rich: Thanks for the nice, cogent explanation of VLNC's manufacturing process. It bears saving for newbies who may come along wanting to know..."Well, gee..VLNC's just an itty bitty entity....why won't the monsters of industry just blow them out of the water with their own processes?" Clearly it's a weee more complex than just setting up your line and cranking out the product. The fact that VLNC is basically the only one doing it with OEM agreement(s) is proof the process must be a manufacturing engineers worse nightmare to create, proof out, etc.. So VLNC's gotten there....and can now "spit out" product. Yup...me thinks 2000, and 2001 are gonna be classic vintage years for VLNCer's. And need I say some of us are looking forwards to it? ;-) Happy holidays! John~