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

To: John Curtis who wrote (19085)	4/8/2000 12:50:00 PM
From: Socalsteve	Read Replies (1) \| Respond to of 27311

In addition to John's comment Re. Wolly's interview, I also saw something there that <IMO> was not accurate. His (Wolly's) comment regarding SYBD, having found the key to a blood substitute is not quite accurate. ALLP found this sometime ago and is in F-3 trials now with very successful F-2s completed, where SYBD is starting animal trials. Don't mean to spam. Still long VLNC, nearly doubling my posistion this week. Good luck to all longs, and shorts.... stick it. Regards, Steve

To: John Curtis who wrote (19085)	4/8/2000 1:21:00 PM
From: FMK	Read Replies (1) \| Respond to of 27311

Thanks John, Re your request to tone down my enthusiasm: We both attended the crowded shareholders meeting. If you recall, there was a shortage of chairs this last time, leaving many attendees standing. We heard Lev describe 150 ongoing "projects" that Valence has been sending sample batteries for for the last year or so to 50 different customers. I would interpret this to mean that on the average, each customer has 3 different models or applications (laptops, cellphones, camcorders, pda's, digital cameras etc) they have been evaluating Valence batteries for. As we all know it seemed we had to wait forever for that first PO. Now, after seeing the first 1 or 2 out of the 150 applications and nothing for the last several weeks, I consider it highly probable that we should see more PO's and developments in the near future, especially when we hear confirmation such as Valence batteries outperforming current vendor's products for Qualcomm(TDI contract canceled in favor of Valence) and another major cellphone manufacture's current products (European battery mfr). Then of course, there has been a long incubation period for the high-margin laptop batteries. Didn't Lev mention that Laptops should get 8-10 hrs with Valence batteries molded into their cases as compared with 2 hrs with the current competitor's cobalt-cathode canister battery packs? Didn't we also hear Valence's PHD in charge of cycle testing mention during the tour that with their patented, low cost manganese-oxide-cathode materials they are attaining 1800 recharges at 70% capacity? Thats 1 a day for 5 years! It is my opinion that it wise to own as many shares a possible before more contracts, licenses agreements etc are announced and that it's a steal in the $20's. I doubt that Oppenheimer pulled their(conservative) $50 price target out of thin air. While on that subject, we should perhaps chose to defer price targeting to Don W ($100 to $160 target), whose track record, credentials and awards easily eclipse mine or yours or most any of the other posters on these threads! Have a good weekend on the Harley - It looks like your Valence is going to do well! Regards from Fred