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

To: kolo55 who wrote (3667)	8/12/1998 2:13:00 PM
From: Cathi Wierzbicki	Respond to of 27311

Thanks, Paul, for the very detailed account of the conference call. It was much appreciated. Cathi

To: kolo55 who wrote (3667)	8/12/1998 3:32:00 PM
From: MGV	Respond to of 27311

If the company proves volume production capability in the next 30 days, and customers initiate product designs, and negotiate contracts, the word will leak, and we'll see the stock price telegraphing the purchase orders. This is my opinion. I would agree with the above but, not without noting that, based on information from the article quoting industry representatives about lag times as well as your report of the CC, it is a very large if , especially when you couch it terms of 30 days, let alone the end of the year.

To: kolo55 who wrote (3667)	8/12/1998 3:49:00 PM
From: I. N. Vester	Respond to of 27311

laptop end product design time i think part of what we heard was in reaction to paul's question being too broad - mentioning 'negotiating with 14 customers'. I think that forced Lev to clarify which he did that some are less trusting and don't want to take the risk associated with trying to be the first to market with a Valance battery powered machine. those who wait to test the batteries before completing product design will not need the batteries in any quantity until well into next year, as i understand the design/production cycle for end product. Lev did say that others are anxious to be the first to market, and i think that implies that they may be a lot further along. I still think the most ready will have to wait until they test batteries off the NI line. With quarantine time, i'm sure that is 8-10 weeks away at the earliest.