VALENCE TECHNOLOGY (VLNC) Message Board

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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: MGV who wrote (19788)	5/17/2000 6:06:00 PM
From: I. N. Vester	Read Replies (1) of 27311

MGV: Run rate @ 3 shifts/day on the Klockner line alone at 5 batteries per minute is not enough production to fill even the Qualcom order. Do the math, how many batteries per quarter is 5/minute/24hour days? Times $10 per battery how much revenue is that? On "turning down orders" please provide context. Your statement is inaccurate and misleading. The statement actually was that they turned down interest from 2 different packager/OEM's for exclusive relationships because they want to get wider distribution of their exclusive technology to promote lisencing agreements. I'm sure you disagree with that strategy but nobody cares what you think about it. Your quotes are completely unreliable, and your conclusions are even less so. What figure did the company give for year end production capacity? $125-250M depending on product mix. In less than a year. Gee wonder what valuation the company will have then - what do you think? Do you think a price/sales ratio of 120 like JNPR wiil be out of line?

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