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

To: P. Ramamoorthy who wrote (18268)	2/12/2000 7:32:00 AM
From: LiPolymer	Respond to of 27311

Ram, thanks for the excellent summary. I printed it out and will bring to the AM. Regards, Gary.

To: P. Ramamoorthy who wrote (18268)	2/12/2000 9:23:00 AM
From: Chisy	Respond to of 27311

Ram, Thanks for putting all of that down for us. I have printed it up for my reference. That was a lot of work and on behalf of all of our posters you should know how much we appreciate your contributions on this thread. Chisy

To: P. Ramamoorthy who wrote (18268)	2/12/2000 9:50:00 AM
From: Doug McKenzie-Mohr	Respond to of 27311

Ram: Thanks for an excellent summary. You overview matches the notes that I took. Any thoughts on the strange timings of the press releases? The financials were released a day early and the lawsuit the night before. The timing of the two press releases suggests that they were leaving Friday morning open for a PO announcement. Did anyone pick up anything from the CC suggesting that there was an imminent PO that they were not able to tie up prior to the call (I didn't - but I might have missed it)? Any thoughts? Doug

To: P. Ramamoorthy who wrote (18268)	2/12/2000 10:34:00 AM
From: John Curtis	Respond to of 27311

Ram: Thanks for the summary of the call. Great notes! (eom)

To: P. Ramamoorthy who wrote (18268)	2/12/2000 1:06:00 PM
From: Socalsteve	Respond to of 27311

Ram, I would also like to add my thanks for the summary. It seems to me that Lev is in a Catch 22 situation, having trouble getting a Lap Top PO being a single source, and not wanting to license until the market place accepts Valence. I believe someone will step up as having the kind of run times that Lev talked about would a great marketing advantage. The first PO will be hard, the ones following should be easy. <JMO> Steve

To: P. Ramamoorthy who wrote (18268)	2/12/2000 3:07:00 PM
From: Tickertype	Read Replies (1) \| Respond to of 27311

Great summary, Ram, thanks much. This point was interesting: "Hanil helped VLNC get a PO." Now, we think the first PO was from QCOM, and the second one was said to be from a european customer. Could Hanil have been instrumental in securing either of these PO's, or...........do they have a third one we don't know about yet? What do you all think?? - T -