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

To: Gordon Quickstad who wrote (2240)	2/18/1998 11:37:00 AM
From: John Curtis	Respond to of 27311

Gordon: LD's technical term for that 1000 liter batch of chemicals was "goo." Problems, problems, and me thinks they must be gremlins that just won't go away. How else to interpret the shift of "redundant" equipment to Henderson which, if truly redundant, shouldn't have a single impact on the turn-up of production in N.I.. As to why it apparently DOES have an impact....well, we can speculate forever, eh? Meanwhile all that smoke we keep seeing is originating from the flames of their cash burning down to cinders. The only saving grace I can see right now is I find it hard to believe LD would align himself with a company that's about to sink. So although I'm a POTENTIAL buyer when VLNC returns to the $4 range(something it has done once today already), I feel there's plenty of time ahead, and lot'sa room for VLNC to continue to slide.....there's simply nothing suporting the stocks value(despite all the positive posts) in the eyes of the investment community....cash burn rate is huge......revenue stream is nil.......in summary it's acting very much like a penny stock, so I wouldn't be surprised to VLNC break below $4 soon.....I think I'll wait and see if it does......By the way, for every month that goes by without COMMERCIAL ramp-up, that just about translates into a quarters delay on revenue generation, so Red Chips original, conservative(so we longs thought) estimation is looking more and more like an optimistic forecast. Something I'll bet Red Chip ain't real happy about, me thinks! Back to awaiting my buy target. Meanwhile other securities beckon. John~

To: Gordon Quickstad who wrote (2240)	2/18/1998 2:53:00 PM
From: Sig	Read Replies (1) \| Respond to of 27311

Gordon, Agree with you about the chemical side of this, the large batches. I heard that this was even more important than the production lines, which LD said were totally misunderstood and mis-evaluated by outsiders (imagine he was referring to this thread). While the totality of the cc was somewhat negative, even looking at it in the worst possible light I feel that all this highly advanced technical progress and lead time can't be wasted. If they run out of money I'm sure there are big powers lurking out there somewhere who will be happy to buy out the stockholders.