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: Pronichev who wrote (7514)	1/25/1999 12:10:00 PM
From: Tickertype	Respond to of 27311

This bit of news from Alliant may have had some impact on the price drop too. It was released on the 21st. Makes it sound like Perkins just left Valence, but I believe he's been gone for more than a year. <In the past few weeks, the Company added Dave Eichler as VP Finance & Administration and CFO, and Brad Perkins as VP and General Counsel. Brad Perkins recently joined Alliance from Valence Technology where he was VP and General Counsel and previously was Assistant General Counsel at VLSI Technology. These additions give the Company a complete management team. Company Information.> - T -

To: Pronichev who wrote (7514)	1/25/1999 12:18:00 PM
From: Rich Wolf	Read Replies (4) \| Respond to of 27311

How about constructing a list of points that we'd like the company to address at the meeting? Suggested topics: 1. Current financial status (even though the next 10Q is likely to be filed a week after the meeting, on the 11th, if VLNC holds true to form) 2. Production status and safety testing status of the first line 3. Production status of the 2,3,4th lines 4. Formats selected for the cells produced by each line; and the various configurations being considered by OEMs to construct batteries from the cells provided by VLNC. 5. Current technology being employed for the batteries being produced: chemistry, performance characteristics, etc. 6. Explanation of the point at which they would announce contracts; i.e., if initial 'contract' is only 'intent to purchase' subject to passing the tests (being performed by the repackagers?), then is it true that this 'contract' would not itself be 'pre-announced?' Rather, does the company intend to wait until customer accepts the product off the line, so that increased production, shipping, and booking revenue will happen within very short time frame of each other? (This seems to have been the conjecture put forth in Jacques' post) And won't company be legally required to announce those events within a timely period, since they are 'material?' 5. Joint venture status (though Lev usually has no comment) 6. Details of additional equipment on order 7. Explanation of the nature and status of the ongoing litigation Other topics? Who here is thinking of attending? (I may, being on the west coast)