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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: Zeev Hed who wrote (20756)8/1/2000 9:07:58 PM
From: Rich Wolf  Read Replies (1) of 27311
 
Zeev, I believe you'll hear that they are producing $1M/mo currently. Note my comment on the ramping. This is based on guidance from the company.

Granted, a lot slower ramp than we counted. Much of it may not have been under their control. Some of it certainly was, but also may have been driven by unforeseen and unreported engineering hurdles.

That said, the fact (if it is so) that they are steadily producing more than $1M/mo of cells is a sign that they've solved the process for a single order.

The trick will be to replicate that, and the rate at which they can. I believe the learning curve is steep, especially given the equipment on hand.

Have you been to NI? Perhaps it is time?
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