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

To: Zeev Hed who wrote (6445)	12/30/1998 9:01:00 AM
From: Herb Blair	Read Replies (3) \| Respond to of 27311

Yes I know. Do you know what the market hours are tomorrow?

To: Zeev Hed who wrote (6445)	12/30/1998 9:04:00 AM
From: Dennis V.	Read Replies (1) \| Respond to of 27311

Some topics of interest are the profit sharing arrangements with Hanil and year end tax selling. Coincidentally, your thoughts have mirrored mine on two occasions that I recall. One, the real impact of the patent portfolio, and the revenues that might be forthcoming from the JV. The patent thing is generally a positive, IMO, but lack enough data or expertise to deal with it. If the Hanil plant can ramp up by summer, or fall at the latest, I think that the outlook is good for actual profits. The lith poly battery is not yet a commoditized product and competition should be nominal for a year or two. I see good sales and profits in Korea, PRC, Taiwan, Malaysia, Thailand, Indonesia, and even Japan and Europe. The "dumping" issue is out there but seems to be a temporary phenomenon restricted to products like steel and certain semiconductors. As competition evolves, markets will change, the economic picture will (hopefully) brighten and the combined factors may give the early lith poly cos. a profit window extending several years out. Don't know what's going on with tax selling and option related selling but there is bound to be enough to have a negative impact on this thinly traded stock. I think volume yesterday was less than 200,000. Stock seemed to be resilient, but I wouldn't be surprised at additional weakness for a couple days more. Seems like it should move back up in the new year. Any thoughts?