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

To: webpilot who wrote (1840)	12/30/1997 4:24:00 PM
From: John Curtis	Respond to of 27311

Web: You're right regarding better evidence if by that you mean corporate authentication of all the information provided here via the usual uncorroboratable methods. This is not to say this information is wrong, just that we've yet to hear it from the "horses mouth." With a little luck, and one more day under the Cal Reed tenure, perhaps we'll hear something soon. I'd expect L.D. to hit the ground running, if he's to live up to his past history as a P.R. type. And as soon as control is firmly in his hands, if things are truly ramping up the way we hope, I'd expect to see such news. Ain't it exciting. The next 90 days are gonna be veeeery interesting. Meanwhile, if you're something of a gambler, now's the time to nibble a little, followed by a huge bite should things go accordingly.....there's lot'sa upside potential on this one, me thinks! Good luck to all of us in '98. Meanwhile, everyone stay out of trouble this New Years Eve!!!(or get into trouble if that be your bent). John~

To: webpilot who wrote (1840)	12/30/1997 7:43:00 PM
From: Tickertype	Read Replies (1) \| Respond to of 27311

Web, one more comment about the production lines. It's been reported that the company wants to sign up several customers right from the start (Mot, HP, Acer, and CPQ have been mentioned), which will give them a broad market base immediately. To do this they must have the production capacity in place, which means more than one production line. Valence are serious about the battery business, and are therefore not likely to take the "dip a toe in the water" approach to bringing their product to market. Having spent most of $150M to develop the product and bring it to the threshold of production, I don't think committing 20 - 25% of the total to production equipment is unreasonable. The company has repeatedly stated that they believe they can sell all they can produce, undoubtedly as a result of inputs from the companies they have been working with, so the risk factor from not having customers is very small. They have also taken the position that they WILL NOT sign any contracts until customers have received and accepted samples from the lines in their final form. To me, this is a very clearly defined business strategy. To have done otherwise would constitute a much more risky approach, as they learned a few years ago. - T -

To: webpilot who wrote (1840)	12/30/1997 10:27:00 PM
From: jean1057	Read Replies (1) \| Respond to of 27311

COVER THE MARKETS...if you have a fantastic products..you have to try to cover the WHOLE market...before you market anything ... remeber ...macintosh..they wanted to make the market to react to their product???? where is appla now...who copycat them...because they could not corner the market????remember the best vidieo system from Philliphs and the beta system from sony???? now we are still watchin VHS...the worst quality...but they cornered the market...gooooooo valence tech....don't reveal then knowglege....before you are able to supply everybody with what they can absorbe...10 running production lines running makes more sense..than one line..that everybody can copy...forget the infringment lawsuits..it will be too late...I love the managment..hope they have the same logic that I give them the benefit of the doubt.. deliver 10.000.000. units before you deliver 10.000...... how do you think the biggest copycat in technology(MICROSOFT) got that far??????????????.. Valance Tech is the Microsoft of the future millenium.... let everybody get some logic back..... I for myself have had a bottle of wine , so far...I stay with valance .... HAPPY NEW YEAR... BTW I mean what I just posted... I am Swiss and very conservative investor...but I love this one... Regards to everyone on this thread...we will be the cnbc news of 98