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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: Larry Brubaker who wrote (15915)11/11/1999 10:27:00 AM
From: Rich Wolf  Read Replies (1) of 27311
 
Larry, during the last call Lev outlined a few pieces of back-end equipment needed to EXPAND the packaging and conditioning step bottleneck... and that he would be adding them this fall as needed. He even gave delivery dates. I told you at the time that the indications were that the company would be capable of putting out at close to that '$70-80M annual run rate' by late fall. Now, callers to the management are being told the same thing. I would look for confirmation of this during the call today.

So the previous poster has it right, it doesn't take them long to make the cells. But as others noted, there is the retooling cost (being absorbed by the customer, I would note). So the 'size' of this PO is just the initial startup. I would look for much more growth down the road. The customer doesn't pay $4-500k to set up the line without planning on buying a lot more of the cells later.

I believe Paul can fill you in on his reasoning as to who this customer is. ;-)
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