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: Pallisard who wrote (9080)	3/10/1999 9:12:00 PM
From: Dennis V.	Respond to of 27311

Hi Pallisard, there haven't been that many PO predictions to qualify as a "consensus". I was the first to stick my neck out, I think. The day after the Dec 22 selloff, I stated my opinion that Valence was one month behind plan and that would put the first PO about Feb 27. Also, based on the S3 that caused the ruckus, John set the first PO at end of first quarter, earliest. A few days later, FMK made some comments to the effect that PO's could come very soon, possibly Jan. Later, add provided a date of Apr 15, amended to Apr 1(!). That's it. My date was based on progress with the factory setup, but I was unaware that Valence was not going to make the announcement, and we later learned that OEM's had that prerogative. This development made my estimate moot. My guess is that Valence is still negotiating a few details.