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

To: mooter775 who wrote (24330)	5/30/2001 7:14:44 PM
From: John Curtis	Read Replies (1) \| Respond to of 27311

Mooter: Thanks for that. Hmmmm.....given managements past commentary regarding their focus on becoming the QCOM of lith-poly (that is, direct mass manufacturing targets by VLNC being reduced in light of strong focus on licensing), coupled to all the support they've been receiving of late from Sugar Daddy Berg plus the reality that some of their "speciality" orders should show some coinage, I'd be surprised to see them going to the financing well at this time. But I'll admit that's merely a guess. Plus, where's IDB in all this at this point? Anyway, if they do go to the financing well I'd see that as a sign that dollars from licensing ain't as great, up front, as one would hope. However, IF the earnings report delay IS due to more intricate accounting issues and not out of some need for new financing to be solidified....well...this could be good news (more $$'s trickling down in a complicated fashion than expected). It could be bad news (less $$'s than expected thus requiring "spin" control followed by "oops, we need more monies"). Regardless, thanks for the info. Let's see how it goes.... Regards! John~