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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: Peace who wrote (20744)8/1/2000 6:01:43 PM
From: Rich Wolf  Read Replies (1) of 27311
 
Thanks, Peace, I was (not alone in!) looking for that.

So, $2M of rev, and a buildup of inventory of $1.168M

This says we should be seeing QCOM/G* handsets with Valence inside by now. It is also possible that some of the Valence production for this handset is for replacement batteries for previously shipped handsets (given the reported problems for earlier handsets containing cells from TDI/HET). Assuming that some of the revenue was from laminate sales etc. to Alliant, and assuming a modest ramp of 2x in production during the quarter, they're probably just hitting the $1M/month production to the QCOM/G* order about now (remember the 2-4 week delay between production and shipping, due to quarantine). This is the rate at which the Klockner is going round-the-clock (factoring in an average 65% yield rate for the ramp-up, based on Lev's comments at the CIBC conference) 5 days/week. We should be hearing about transition to the Arco line soon.

Now about that conference call...
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