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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: Zeev Hed who wrote (16920)12/11/1999 7:28:00 PM
From: mooter775  Read Replies (2) of 27311
 
Zeev,

I think you are too conservative. Lev, and others, have indicated $ 40 mm for breakeven. My assumptions on gross margins are higher than yours.

Company in August conference call postulated cash flow breakeven in 12/99 quarter. Delays in initial purchase order have pushed that back, in my opinion, to 3/31/00 quarter, and 6/30/00 at the latest. Think quarter after cash flow breakeven will be modestly profitable. So take your pick. I personally expect profitability in 6/00 or 9/00 quarter, but certainly I've been too optimistic before.
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