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

To: Larry Brubaker who wrote (2745)	4/26/1998 1:54:00 PM
From: Gordon Quickstad	Read Replies (1) \| Respond to of 27311

Thanks for the update on Second Opinion. Your analysis of VLNC leading up to the conference call seems good. I like some of the general press we've been reading about Li-Poly batteries. Investor's Business Daily talked about them, although they made them sound a long ways off. Actually, they are a long ways off from the standpoint of when your kids will be buying them to put into their Gameboys and Walkmans. But, the press is bringing them into the public's vocabulary and this should be raising interest. Also, if they sound like they're just over the horizon, new investors will like to be getting in on the ground floor! Javelyn is more familiar than most with this area of technology and I was glad to find out in his post that MOT is not making Li batteries per se. To my uninformed thinking, I suppose there is a possibility still for VLNC to supply MOT's battery division with Li-Poly cells, but I do discount this thought because of the time lapse with no supporting rumors or news. It's on my wishful thinking note pad. I also like the continued support of Don Wolanchuk of VLNC (anybody checked in the last couple of days?) and the involvement of a number of mutual funds. The big sour note is the quitting of the two top executives. Now this could be some board room maneuvering that we are not privy to rather than rats leaving the sinking ship (which was my first take). Because the company hasn't collapsed following the management blowup, my confidence is coming up, but I have little more real knowledge of what's happening than your average village idiot. Doing due diligence in an information vacuum seems to quickly lead to banging one's head against a wall. It boils down, for me, to the fact that the world needs the battery that VLNC says they can make. The big questions are: 1. How many can they make? 2. How good are they? 3. At what cost? I sign off with the hope that VLNC investors will get their reward. Gordon