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

To: John Curtis who wrote (18329)	2/16/2000 10:12:00 PM
From: Mark Johnson	Read Replies (1) \| Respond to of 27311

Hi John: Thanks for the ride... glad everyone liked the wine. Don't think Valence needs much cheerleading at this point all is well on the front and proceeding according to plan... Sure was neat to meet and re-acquaint with all the Valence friends....we are a diverse group and I wish I had more time to visit with everyone....Hey thanks Paul Klemencic for pickin' up the dinner tab for 30 or 40 people!! It's been a great ride and I'm still "Buckled UP". Sure was great to meet and re-meet....FMK and neighbor, mooter, Rich W., Pallisard, IN Vestor, Ticker and wife, duckster and Dad, HellQat, LiPolymer, those two slick dudes, the Childers, Robert Cohen, Bigque, add, Hey where was getrich???...and all the lurkers and supporters and everyone I forgot to mention..... ladies and gentlemen one and all....Fred introduced me to a few new faces and said.... Larry Brubaker I'd like you to meet Mark Johnson...sheeeeeesh I thought I was gonna hafta take Larry up on his armwrestling challenge....Lucky for him it didn't come to that..... and thanks all, for your compliments and support!!! Your friend in Valence, MJ

To: John Curtis who wrote (18329)	2/17/2000 10:31:00 AM
From: AlexSun	Read Replies (1) \| Respond to of 27311

I am long with VLNC since 97 and I have been lurking here from time to time, finding very little to add to one of the most civilized and educated (and patient!) threads on the web. Thank you everybody for the knowledgeable contributions, including the reports on the SM. While I am more confident than ever that we have a solid company here, there are a couple of concerns that bother me. Number one: mass production. In order for Vlnc to have substantial profits, and to get big contracts with OEMs, the quantity of batteries produced must be huge. I know that in the past many posters made forecast of possible quantities, but did anybody from the company addressed the issue? Number two: second sourcing. The strength of Vlnc (best on the market, or maybe unique) can also be her weakness. OEMs hate to be in a situation where the supplier is in a monopolistic position, both for contractual leverage and to guarantee continuity of supply (if something goes wrong with vlnc production). Hence Lev emphasis on licensing (additional revenues and second sourcing for OEMs)(but I am afraid this licensing process can take a long long time). Please, if somebody found some answers to my concerns during the SM, I would be grateful to read his comments. Regards, Alex