VALENCE TECHNOLOGY (VLNC) Message Board

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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: Tickertype who wrote (22241)	11/11/2000 7:52:43 PM
From: P. Ramamoorthy	Read Replies (1) of 27311

Ticker, Re.: "...he quoted a 69% yield..." The yield has to be defined clearly. If you put envelope around the coating/laminating machine, the yield is 97% or higher. No material is wasted. It is recycled. If you put the envelope around the whole plant, the yield for every batch will vary. As I said earlier, VLNC is still finding improvements as they ramp up production. Most people do not seem to appreciate what it takes to scale up a production process. These longs seem to expect miracles out of NI plant. (2) Ticker, Re.: "...A substantial PDA or laptop order could give the stock a boost..." I no longer worry about individual PO's to boost the stock price. After VLNC closes the Asset purchase of Telcordia IP rights, you will see new VLNC and revenue streams expanding. I'm trying to summarize my thoughts on conf call this weekend. You will see my point. Lev has crossed several marketing barriers in two and a half years since he returned in Feb 98. VLNC Longs seem to forget this fact and dwell in Monday morning quarter-backing. The guy did a lot within this time frame. It is very bullish. Ram

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