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


To: Trader Ric who wrote (7778)2/1/1999 6:17:00 PM
From: Bob Childers  Respond to of 27311
 
On topic...
For those of you headed for the Annual meeting, some questions suggestions.
Lev seems more comfortable w specific, factual questions - It might be more productive to start there and close in on the more revealing topics. A starter list of some topic areas that may be worth asking about:
1. capacity - how many lines operating this week? How many shifts? Which products (any changes here?) Number of NI employees? Productivity/hr? or shift? or?? Current schedule for additional lines? Other questions?
2. marketing - (good luck on this area!) number OEM's w production samples? number in talks? Discussions w OEM's re custom form factors? other?
3. management - new CFO??, financing? (most of you know better than I what to ask here)- other?
4. How about those Koreans? Schedules? Planned production changed any? New data sheets? When are 1st payments to VLNC under contract?

Sorry I will miss meeting you all. I had planned to go on route to DC, but trip east delayed to following week, alas. Have fun and post EARLY.
Thanks - Bob