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

To: Tickertype who wrote (25357)	2/14/2002 1:27:20 PM
From: hcirteg	Respond to of 27311

So the emperor does have clothes? LOL! HC

To: Tickertype who wrote (25357)	2/14/2002 1:30:53 PM
From: John Curtis	Respond to of 27311

Ticker, HC, et.al.: Well, the news is good, no question about that. But to a certain extent it's fluff, and we've seen this innumerable times over the past 7 years. But even so, I'll allow this is new management fluff which appears to be pointing the company in the right direction. Heh! Time to start watching VLNC more closely again, though I'm not about to buy any until I see some hard numbers to go with all this recent PR. Regards! John~

To: Tickertype who wrote (25357)	2/14/2002 3:02:56 PM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 27311

Although the product introduction at DEMO 2002 was made without a Purchase Order, followed by announcements of memo of understanding, I interpret the announcements as Stephan's aggressive marketing efforts, focused on consumers. Lev's design-in effort with OEM took 6-18 months, a time frame too long to make a meaningful marketing effort because his approach could suffer the chicken or egg scenario, namely "when commercial production will be assured" versus "OEM's product introduction schedules and priorities". By going out to the consumer market with a product that people can touch and feel, Stephan tried to create the market for the VLNC product. So far the reviews show that the product will meet a market need. The next step is to manufacture it. Now come ACER and Wistron with product specifications. Next step is the order. Are they going to produce for orders from ACER and Wistron? Is the plant read for production? What is the capacity? Ram