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

To: I. N. Vester who wrote (22226)	11/11/2000 3:12:20 AM
From: Tickertype	Read Replies (1) \| Respond to of 27311

I.N., I made note of the fact that Lev said he threw out a large lot of batteries this quarter, just as he did in the previous one. This seems to say that control of the process is still not optimized. I wonder what the yields have been running now - another reason I wish the questioning had focused on NI more than on the Telcordia deal, which was discussed on thursday's cc. Knowing the approximate yield number would tell us a lot about our volume capability at this point. - T -

To: I. N. Vester who wrote (22226)	11/11/2000 12:42:01 PM
From: Jeff S.	Read Replies (1) \| Respond to of 27311

I.N.Vester: I take exception to your critisism of VLNC. Out of 15 licensees they are the only one to produce commercial quantities of the batteries. I do not think you are giving them the credit they deserve, and especially Lev. What about the other companies? They have failed at their task completely. I also want to reiterate that Telecordia did major MAJOR DD, regarding this transaction. Heck, the deal has been working for a couple of quarters. And nobody asked a follow-up question to Lev, asking when he will be retiring, he alluded to his departure. Jeff