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

To: MGV who wrote (4157)	9/10/1998 11:53:00 AM
From: DKR	Respond to of 27311

I think that FMK and Paul K. have done a good job on the analysis of the supply side of the equation. It would be difficult to dispute the conservative numbers used. The demand side is the only real question that we can't estimate. As Lev said in a previous call, we can't predict potential customer behavior and actions. It is my belief that they will succeed but the tremendous uncertainty that surrounds this stock and the company's ability or inability to convince a major OEM has made this a $3.50 stock. If stocks were valued on capacity alone the DOW would be at 60,000...