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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: Larry Brubaker who wrote (12865)7/6/1999 9:48:00 PM
From: Rich Wolf  Read Replies (2) of 27311
 
Regarding accounting for materials expenses: my understanding was that they would continue to appear as part of the R+D budget until they went into products which were sold as 'commercial products' during the same quarter (the samples sent out during and since that quarter don't count, though I expect the cells being shipped to Alliant will count).

Since the manganese oxide materials reportedly cost 1/10 that of the cobalt materials that their competitors use, it's not surprising that even the 'tens of metric tons' of raw materials that Lev reported buying during the 4Q99 (Jan-Mar) would be dwarfed by the capital equipment expenses.

JMHO. I agree it would have been nice to have been able to ask such questions. Yet the facts we do have are sufficient for me to make my investment decisions. You would clearly do better to wait until a PO is announced, since then you'll have your certain knowledge.
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