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

To: LiPolymer who wrote (20671)	7/26/2000 10:02:24 PM
From: I. N. Vester	Respond to of 27311

Gary, please use the battery for one charge cycle to see how long it lasts then slice it open and put it under your electron microscope and see if they are violating Vlnc patented construction <vbg>. Actually please do let us know on the actual performance and how much it cost. TIA! BTW I ignore MGV also. I've always subscribed to the Persian wisdom "what fool pays heed to a braying donkey?".

To: LiPolymer who wrote (20671)	7/31/2000 11:48:13 AM
From: MGV	Read Replies (1) \| Respond to of 27311

If VLNC has or prospectively does business with ALA, they could benefit at the margin from the shift to lower end cell phones. Phillips and Alcatel have been taking share from ERICY. NOK is lowering prices to try to take low end share. On the other hand, it has been suggested on this message board that VLNC is supplying for ALA high end phones. Over the short term at least it likely would be better if they were supplying low end. Without information on product segment or even any "official" confirmation that they have material order flow with ALA, as usual, VLNC longs must sit on their hands and agonize in the dark as the stock price falls more.