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

To: Javelyn Bjoli who wrote (3902)	8/23/1998 10:55:00 AM
From: hcirteg	Read Replies (1) \| Respond to of 27311

Javelyn- My purchase of another 15 mar 5 calls drove the ask down to 13/16ths for about an hour. I loaded up on 25 more. MAR 5 is the play, not Dec 5. Check out my previous posts...I've been braodcasting this opinion all week. NEW SUBJECT: Paul....great posts. Thank you for affirming my thoughts. Your explanation of Margin requirements was so good, I've sent it to others...sorry, you forgot to charge royalties!!! Thank you again. NEW SUBJECT: Visic/Dark Goo...whatever...I too almost puked when you posted you took a long position in VLNC. Your threat of LEGAL action agianst Paul is a joke. I'm no solicitor, so why don't you and I discuss law, AFTER you learn how to speak knowledgebly about margin requirements. Yes, we know nothing about the man that you congratulated for selling right before you went long...but I bet when he read what you wrote, he has you on his mind. Allow me to now congratulate you. New week is under a day away....good luck. HC

To: Javelyn Bjoli who wrote (3902)	8/23/1998 11:20:00 AM
From: John Curtis	Respond to of 27311

Javelyn: Yup to those March calls. Indeed, maybe even further out than that when the time is right, eh? And your timetable looks along the same as mine. IF they're on track then I don't expect substantial earnings to begin hitting the bottom line until.....oh......end of 2nd qtr '99. So, initially, any news of p.o.'s should move the stock significantly higher, where it'll probably then stall out waiting on an earnings "read" of the situation to occur. Thanks to Fred for the production calculations as they can be used as a "touchstone." Bottom line? VLNC is a VERY interesting speculative play right now using such monies as you'd like to see a goodly return on by the turn of the millennium, as well as into 2001 or so. I'm in for this period of time with some core holdings, and with another small percentage set aside for day-to-day mischief, heh! All ya gotta have right now is patience and focus. Regards! John~

To: Javelyn Bjoli who wrote (3902)	8/23/1998 12:46:00 PM
From: FMK	Read Replies (3) \| Respond to of 27311

Javelyn- good timetable. Here are my thoughts (best guesses). 0) Obtain financing (done). 1) Announce Cellphone contract(September) 2) Announce first Laptop contract (September) 3) Start production in NI (purported - September). 4) Analyst tour of NI plant (late September-early October). 5) Analyst recommendations begin (October) 6) Favorable trade magazine articles begin to appear (Sept-October) 7) Product announcement by Cellphone customer (September-October) 8) Another military contract for the Alliant joint Venture(Sept-Oct) 9) Announce first shipments to customers (Oct-November). 10)Production starts in So.Korea (Nov-December) 11) Cellphone customer starts delivery on new product (December) 12) Laptop/notebook customer start delivery of product with VLNC batteries(guess - late December). 13) Announce more customers for notebook product (guess - November). 14) First 10Q with actual revenues from battery sales (reported in April). This might possibly come 3-months earlier. Several who have spoken with the company report that everything is going well, and in some cases, better than expected. I believe the number of potential customers receiving samples has increased to somewhere between 15 and 20. I also believe more than one potential customer is ready to buy and contracts are very close- As of August 12 the company has been discussing "..terms and conditions, prices and delivery schedules." with several. There could also be some developments with GM- Delphi for either or both SLI (Starting Lights Ignition) and Vehicle propulsion batteries. We could also see the formation of another joint venture. Obviously, the most important event to anticipate that would move the stock is a contract. With 15-20 potential customers testing batteries, many for several months, I would give it a 99% probability that we will have at least one contract by yearend, a 50% chance of seeing one by the first week of September and a 30% chance for next week, which is why it is getting very dangerous for anyone with short positions.

To: Javelyn Bjoli who wrote (3902)	11/16/1998 4:17:00 PM
From: jim heger	Read Replies (1) \| Respond to of 27311

Javelyn, are you at COMDEX? I'm sure we would be interested in your impressions. Maybe you've read here a post (#5093) from Zeev Hed that stated VLNC "must show at COMDEX next week to be in contention for the next six months." Is that right? Of course, to not have an OEM display a product with a Valence battery could be a lost opportunity, but if it's not ready to show how does it necessarily follow that Valence is out of "contention", by which I think the poster meant would suffer lower than projected sales, or worse? This in spite of Lev's declaration just last week that he's "up to his ears in customers", implying that selling those batteries won't be a problem - comdex or no comdex. jh