Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: FMK who wrote (6301)	12/26/1998 10:26:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 27311

FMK and Larry, you two looks like two ships passing by each other through the night, not noticing each other. FMK keep saying that the s-3 is referring to a line 3 (which I failed to see) and Larry keep stating it refers to the first line. By the way, Fred, your statement about the 1800 batteries and 2500 batteries (and I still have not seen a settlement if these are batteries or cells, but forget about that for a moment) sounds almost like my mantra about TA and FA, well rehearsed and immutable. Where can I find confirmation of these numbers? Do these numbers depend on getting $2.5 per watt-hour or are these still operative at $1.65 $/watt-hour? Zeev

To: FMK who wrote (6301)	12/26/1998 11:33:00 PM
From: Larry Brubaker	Read Replies (3) \| Respond to of 27311

Fred: I'm more concerned about the timetable for line 1. I'm glad your understanding is that line 1 and line 2 have been production qualified. You obviously have access to a source of information who is willing to go far beyond what the company says in any of its press releases, conference calls, or SEC filings. By any chance, is this the same source who told you over a year ago that several lines were providing production samples to OEMs? Is this the same source who assured you over and over that production was on target for late 97 and then first quarter 98? Is this the same source who you relied on when you estimated a 99% chance of a contract last fall? Or do you now have a new source who is feeding your material?