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

To: John Curtis who wrote (4523)10/24/1998 11:12:00 AM
From: mooter775  Read Replies (1) | Respond to of 27311
 
John,

Agree with your comments on Valence. I think Dawson's style is to keep very tight-lipped and then blow the competition out of the water. So whether there are one, two or 3 lines in NI when the analyst visits occur, the actual seeing of fully-automated production at faster than hand assembly rates will impress.

As regards Aware, I think your comments are interesting, but I was able at my summer home in western NY connect with a local ISP for the standard $ 19.956/month to a TCPIP connection, which I think was a T-1 line or had similar speeds. At any rate it was considerably faster than my regular connections either through aol or gte.net. Would this limit the pricing flexibility of Aware???



To: John Curtis who wrote (4523)10/24/1998 12:06:00 PM
From: Tickertype  Read Replies (1) | Respond to of 27311
 
While we wait.................. here's a picture of Henderson, taken from the "spy in the sky" in 1994, which I put on Yahoo. Scroll to the bottom right corner of the picture, and you should be looking at the Valence plant, I believe. Pretty bleak, eh?

terraserver.microsoft.com X=3&TileY=1&SrcId=1&ImgDate=06/03/1994&DSize=2


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