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

To: Cathi Wierzbicki who wrote (3018)	5/25/1998 11:41:00 PM
From: Jay Lowe	Read Replies (1) \| Respond to of 27311

Thanks Cathi ... just another tool in the toolbox ... a rather fun one. Re timing of OEMs, I forsee a typical wash-in curve ... that was the joke about OEM=f(1-e**kT) ... some will come early, most in the middle, some late (the test-aholics) ... we could have one or more design-in announcements within 30 days which would move the stock a lot ... mass adoption is at least 90 days out based on my hallucinations about the testing cycle and LD's assertion that only 2 OEMs have started testing to date with ~12 total to be testing soon (within a few weeks?). I see OEMs test/design/test/prototype/test cycle running out to 90 days anyway. I think the stock price will see some plateau effect as we go ...