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

To: FMK who wrote (3906)	8/23/1998 1:18:00 PM
From: Mark Johnson	Read Replies (1) \| Respond to of 27311

FMK, I agree with the feasibility of your timetable. I have listened to the conference call several times and agree Lev is much more confident since the last calls. To All: In regards to Darkgreen/Mark Visnic/Darkest Blue/MGV7, if we continue to acknowledge this person/persons/multiple personalities expect a vehement retort. But we should not act surprised or flabbergasted, what else would you expect from this self-congratulatory pluralism, he is in love with hisselves. Mark

To: FMK who wrote (3906)	8/23/1998 3:23:00 PM
From: John Curtis	Respond to of 27311

FMK: Shorting getting dangerous? Possibly, and since short volume has approx. trebled from levels of just 2 months ago(ie. going from ~150K to ~480K if memory serves) it'll be interesting to see the size of the short position come the first part of September. It's entirely possible that some percentage of the buying seen this past week MAY be short covering related. If so I'd expect to see that aforementioned short size to have become smaller with the Sept. data. After all, if I put meself in the shoes of a short, who probably implimented his/her position back there in the low $5's......well......a nice return on your monies it would be to cover at this point, eh? I'd rather cover with the gain realized(First rule in investing, NEVER get greedy), than risk getting blindsided..... But that's just imho, of course. Here's to the new week, let's see how it goes.... John~

To: FMK who wrote (3906)	8/24/1998 4:44:00 AM
From: Javelyn Bjoli	Read Replies (2) \| Respond to of 27311

FMK, I think your timetable is way too aggressive for these reasons: Unlikely that contracts will be announced prior to start of production. Perhaps they will be announced concurrently. I would be surprised if any potential customers are willing to tie their reputations to this company prior to proving itself. Doubt that cell phone batteries will be made any earlier than January. The equipment is being installed later than the notebook line, and has to run at a much higher unit volume, which will make it harder to debug. I wonder if analysts from meaningful houses will be willing to make recommendations based only on a plant visit. It seems more in character that they will wait until there are some earnings in print. I don't remember the timeline for S. Korea startup, but I believe it is pretty far out in time relative to NI. Please add some evidence from the company. Also, it is pretty aggressive for the company to work on bringing up the notebook and cell phone lines at the same time. There might be enough technicians, but could be a big strain on the R&D scientists and exectives to be in a position to solve several big problems at once. It seems more likely that they would get one running smoothly and then move on to the other.