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

To: William Epstein who wrote (11583)	5/31/1999 10:02:00 AM
From: Mark Johnson	Read Replies (1) \| Respond to of 27311

Bill: I'm still a little curios.You seemed not to know who FMK was in post #11562 Message 9853707. Yet, addressed a post to him on May 3rd on another thread Message 9281677 Any clarification??

To: William Epstein who wrote (11583)	5/31/1999 10:05:00 AM
From: John Curtis	Read Replies (3) \| Respond to of 27311

Wow! Lot'sa pontification on the should'a's, could'a's, would'a's and if's of VLNC's current situation. More dancing on the head of a pin to my way of thinking, since none of us be privy to the corporate board. And I'm sure that IF L.D. and crew review such threads as this, it's probably more for their amusement than for anything else. So since all of this yakking is taking place simply because of the dearth of VLNC management provided information, let's take a look at what we DO know. 1. They've begun shipping product. This means they've worked out whatever worrisome technical bugs had been bedeviling not only them, but the industry at large. Who knows, the bugs may still be bedeviling the competition. 2. They feel confident enough in the product to ship it to their major partner in Korea. I don't buy the argument of "Let Mikey(Korea) try it" such that if'n it fails it don't mean too much(I paraphrase, of course). L.D./VLNC/et.al cannot risk ANY failure at this point. It'd be the equivalent of pulling up lame in a hotly contested race while ahead and coming down the home stretch. In other words, it'd be disasterous. 3. The London Financial Times has telegraphed the fact that N.I. is ready to go via their last article wherein VLNC was mentioned in the context of a general article about the battery industry. 4. Now for the conjectures: -Assuming, based on having ship to Korea, they've been producing product for the past month then it's reasonable that OEM's have now been receiving product from the only source point which matters. That is, not off a beta production line(s), not from the alpha production line, but from the actual line(s) themselves. -This means OEM's are now stroking, kissing, burning, throwing, dropping, and whatever other testing they deem necessary to satisfy themselves that VLNC's product works as "advertised". -One should reasonable expect this testing to consume the better part of June. -VLNC has, via past SEC documentation, stated expectations of N.I. plant readiness by end of June. -OEM's VLNC has, in the past, partnered with have stated a June/July timeframe for commencement of their lith-poly product lines. -Therefore it's reasonable to assume we bulls should be hearing of OEM p.o.'s sometime in the next 45 days. -Sooner would be nicer, but any later, given all of the above is true, and I start going, "uuuhhhh, ohhhhhh". ;-) Soooo, the bottom line is we've probably got the better part of June to wade through before we hear something material. This is all a wild ass guess of course. But if this is true, and given the Korean gambit we've just seen begun which kind'a sort'a telegraphs managements tactical plan, it implies some VERY interesting strategic unfoldings by VLNC for the latter half of the year. Be that as it may, clearly the next thing of significance is one, or more OEM p.o.'s. Now, back to the Harley and a beautiful day. Regards! John'