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

To: golden_tee who wrote (10084)	4/1/1999 10:09:00 PM
From: Larry Brubaker	Respond to of 27311

Robert, you are quite wrong, my friend. I am evaluating MVIS as a potential long investment. You don't see any negative comments from me on that thread. Zeev pointed out that he was unimpressed with the patents he read and received similar responses from a few of the yokels on that thread that he receives here. But he has also received several supportive comments from others who welcome his review, which I see you didn't bother to post. Personally, MVIS looks quite interesting to me, and as Zeev pointed out, VLNC would be quite happy to raise money under the terms that MVIS is raising money. Without much detailed knowledge of MVIS, the simple fact that they can raise money on what really are favorable terms suggests to me they are a much better bet for a speculative investment than VLNC.

To: golden_tee who wrote (10084)	4/1/1999 10:47:00 PM
From: MGV	Read Replies (1) \| Respond to of 27311

Deny all you want but the information is absolutely correct. It is a troublesome data point for those who have more invested in VLNC than they can lose comfortably.

To: golden_tee who wrote (10084)	4/1/1999 11:08:00 PM
From: Zeev Hed	Respond to of 27311

Robert, you are distorting history, my first comment on MVIS was a comparative study of the Altman factors (MVIS won hands down vs VLNC), then the gentleman who asked for a critical Altman analysis, asked that I look at the portofolio of patents MVIS has (a similar request was posted on this thread few months back), after searching in vain for patents assigned to the "right" MVIS, I informed the gentleman of my futile efforts, then he tells me they were originally assigned to Washington University (or close to it), and gave me few URL's. I looked at two of them and suffered severe convulsions (VLNC wins hands down), then the gentleman informed me that I am arrogant and he does not want to play anymore, which is fine with me. Oh, He also unbookmarked me, the most severe punishment, I presume, an SI poster can suffer, well, second to being reported to Jill and banned (VBG), that is the history. The funny thing is that currently I feel that MVIS has a pretty good chance of reaching prices somewhat above $24 later this year, so I am bullish on it (which at this time, I cannot say the same about VLNC), for the time being, but when people fall in a love with a stock, they cannot bear reading a single iota of criticism, they do not want to read of possible blemishes, they believe that 50% gross margins are the natural order of things etc.. When you present them with numbers to "massage" a little in order to come up with a rational valuation, the thread falls silent, except few insults here and there. In that respect this and MVIS' threads are not different. That, of course, is "Due Diligence", acting like ostriches. Zeev

To: golden_tee who wrote (10084)	4/1/1999 11:15:00 PM
From: Bill Wexler	Read Replies (5) \| Respond to of 27311

The VLNC stock fraud: Big news coming... soon!! ...production will start in early 1997... Message 525748 ...Looking for $20+ by yearend... Message 723535 ...I believe we are getting close to more contract announcements- anyone who sells out on a run-up hoping to buy back lower takes a real risk of being left behind... Message 775955 ...I haven't heard of any change in the schedule to have production ready to show analysts during the last week of this month... Message 917566 ...when the line is production qualified in "at least 2-3 weeks".... Message 1051352 ...We're getting closer!... Message 1161783 ...line 1 is still on schedule for production qualification by the end of June [1997]... Message 1165403 ...I was told by someone who had spoken with the company that all identified problems for line 1 are now solved... Message 1270479 ...Management is still adhering to its goals of production certificaton by the end of May [1997]... Message 1387463 ...Only recently, Valence has learned that this thread on the Silicon Investor web site is being followed by a large number of people who are looking for news on Valence... Message 1431818 ...this should be the month when things start happening. ... Message 1534116 ...I still concur with Don Wolanchuk - to "accumulate as best you can under $10...."... Message 1630273 ...My understanding is the end of June for line 1... Message 1645836 ...if all goes well, that the first three lines are expected to be production qualified by the end of 1997... Message 1692276 .... I believe Don Wolanchuk's predictions will come true... Message 1728738 ...I was told by two contacts yesterday that Valence is "ready to go"... Message 2591737 ...I guess Don has been the #1 market timer in the country for a few years now, so I guess we all should be interested in what he has to say! ... techstocks.com ...WE WILL BE THE DOMINANT PRODUCERS OF LAPTOP AND CELLPHONE BATTERIES IN 1998" ... Message 2667828 ...VLNC is on record stating "1st qrtr commercial production in 1st qrtr '98."... Message 3268556 ...I was told of a conversation with a company official early this week who was quoted as saying that in spite of some minor problems, they should be able start regular production before the end of the quarter. ... Message 3357261 ...I was also told last Friday that Don Wolanchuk advised a shareholder to double his position,... Message 3388700 ...Valence appears to be first with the capability of mass production of Li-polymer.... Message 3636654 ...I had projected, with an engineering approach, 5 production lines in operation by December '98.... Message 3643618 ..I would concur with Don W's statement that to be able to buy Valence in the 5's should be considered a "gift". Message 3647105 ...I couldn't help but ask, and once again he told me that he was not aware of another stock with more upside potential! Message 3655428 ...I heard from a reliable source that we are close to a major announcement. This was recently indicated by Don W. ... Message 4136529 ...155k shares were short last month. Damn they must be nervous!... Message 4522162 ...HENDERSON, Nev., May 20 /PRNewswire/ -- Valence Technology, Inc. (Nasdaq: VLNC) today announced that it is satisfied with the design of its rechargeable battery and is working toward producing it in volume... Message 4524668 ...Glad to hear confirmation that more assembly lines are on order ... Message 5071562 ...The company has indicated it should be mass producing in September ... Message 5462882 ...Announce first shipments to customers (Oct-November).... Message 5568056 ...and will be in operation with line 1 for the analysts to see in October... Message 5588385 ...a well-informed investment pro recently told me he estimates Valence's chance of failure at less than 0.1% ... Message 5886438 ...An investment adviser/broker friend of mine spoke to Lev not to long ago and Lev stated that he neither had to nor planned to sell any of his shares. Ever. ... Message 5903970 ...A resignation or two could signal the start of mass production because, as the writer stated... Message 5918219 ...Now it's in the 8's. This may be an example of "the trend is your friend", unless you fight it.... Message 6444841 ...What's interesting about line 1 is that it has been producing laptop batteries for many months ... Message 6443445 ...I would expect these batteries to find their way into OEM's products far sooner than late '99. ... Message 6900381 ...Now that the smoke is clearing after the bogus panic selloff, we could very well see a return to levels higher than when the refinancing was announced. Message 7041084 ...I heard that typical palm pilots presently use 4 aa batteries. This is about twice the power requirement of my rough guess. I would therefore raise my estimate to $12 or $15 per unit... Message 7146916 ...I was just advised that another version of the palm pilot uses 2 aaa's... Message 7148561 ...Do you have any idea what companies other than Valence have the Li-ion solid polymer mass production capability in place meet 3Com's needs? ... Message 7150992 ...At 33% it would amount to about $34 profit per share and a 25 PE would indicate an $875 share price, just from six Valence production lines! Message 7414757 ...By yearend, I find it likely that Valence will have six production lines in place ... Message 7417321 ...I am sorry if you understood that I predicted an $875 share price for Valence. I was just playing with some numbers to help put things in perspective... Message 7440523 ...I'm pleased to hear you acknowledge that there is more involved than P.O.s. I believe there is a 99.9% probability that they are on the way ... Message 7643919 ...You have to remember that just because something is not announced yet, doesn't mean that it is not true... Message 8197757 ...I have heard from more than one source that Valence batteries are being used in the Mars space program... Message 8199645 ...Thanks for reiterating good strong facts that longs can throw out that are extremely hard to refute in any sort of cogent manner. ... Message 8251946 ...Castle Creek is strongly bullish on Valence... Message 8440864