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


To: Chisy who wrote (22181)11/10/2000 9:59:24 AM
From: Dennis V.  Read Replies (1) | Respond to of 27311
 
Conference call in an hour. Should get some answers then. I think this co. is on the verge of some great stuff but there have been some troubling delays. Rome wasn't built in a day goes the cliche but the long term or strategic plan sounds huge!



To: Chisy who wrote (22181)11/10/2000 10:07:26 AM
From: Jeff S.  Respond to of 27311
 
I imagine we will get that answer today at the conference call. The IDB funds show up both in the BS as a receivable, and in the income statement as a reduction in COGS. So they are being accounted for.

There is no question that the importance of the Telecordia deal has not worked its way through the market. It is even better than the Qualcomm model, because Qualcomm licenses its own cellular phone standards, and there are competing standards. Here VLNC has the "standards" to all lithium poly batteries that seek to use the Telecordia patents. And as detailed in the article link today, (envirnmental newsletter), and as we all know, VLNC's use is not limited to just cell phones.

Yesterday was a great CC. Lev sounded extreamely confident, and there was very little holding back of exuberance. Looking forward to a great CC today.

Jeff