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

To: mooter775 who wrote (4524)	10/24/1998 2:50:00 PM
From: John Curtis	Read Replies (1) \| Respond to of 27311

Mooter: L.D. is probably doubly tight-lipped because of his earlier experience with VLNC. I recall a video of him cutting one of their test batteries in half, back several years ago. It was this video that intrigued me and kept me following them, although not with hard cash, through the "lean" period. He was a weeee more show buiz at that time when trying to promulgate the product. However, nasty experiences involving lawyers, dashed expectations, etc., have the tendency to make one more thoughtful and "strategic" if a second chance is provided, so me thinks he'll stay tight-lipped until p.o.'s are in hand. After that...who know's, eh? As for your mentioned TCPIP connect. Without getting too technical let's just say that yup, you can certainly run upwards of that speed, BUT, it takes specialized equipment, software, etc., and is more appropriate for LAN/WAN's. AWRE's technology is the logical successor to ISDN, and can be implemented in a manner similar to the way you use modems today. The BEST part is it can be implemented with a minimum of fuss from the LEC/CLEC standpoint. At least, this is the theory behind their product application. Now although I think AWRE has run up a tad due to the last couple of days news, I see it as an interesting speculative buy once it pulls back. Given it falls in my expertise area, I see it as having extremely intriguing aspects and as such I am keeping it in my "to be continuously monitored" category. Regards! John~