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

To: Tickertype who wrote (22191)	11/10/2000 12:24:16 PM
From: Dennis V.	Read Replies (1) \| Respond to of 27311

Ticker, yes, that was the statement, that the big laminating/coating machine is delayed until Summer. He also said that they have a new automated packaging machine in place and another expected in March. He indicated that the FABL machine would support some level of ramp pending the new laminater/coater.

To: Tickertype who wrote (22191)	11/10/2000 12:29:11 PM
From: Socalsteve	Respond to of 27311

Two of the machines are delayed....one until March, the other until next summer. I believe one of the packaging machines is installed now, another in march and the assembly machine in the summer. To me this was the only bad news of the call. Hang in there longs, further out the story could not be better. Steve

To: Tickertype who wrote (22191)	11/10/2000 12:35:54 PM
From: Jeff S.	Read Replies (3) \| Respond to of 27311

T There were two sets of discussions going on. Lev was talking about the exciting possibilities of what the Telecordia deal will enable, and the analysts wanted revenue estimates for the next few quarters. Honestly, the more I listen to these conference calls the less confidence I have in analysts. What Lev was trying to explain was instead of VLNC having to do all of the work necessary to get this technology to the EOM of all the myriad of electronic possibilities from satallites to submarines, now they can go to the licensees who have been having a difficult to impossible time of producing the batteries and enable them to produce the batteries. This is fantastic. You already have a group of customers, approx. 15, who have invested significant sums of capital in this technology, but have been unable to produce the battery. VLNC will be preaching to the choir. It is if McDonald's went out 40 years ago to thousands of potential hamburger vendors and gave them the technology to produce hambugers. This now takes care of the single source problem that VLNC has been dealing with in regard to the lap tops. I think at one point Lev got pretty pissed off at one questioner. I think he was saying, if you can't fathom the importance of this, then just sell the stock. Jeff