VALENCE TECHNOLOGY (VLNC) Message Board

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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: bigcue2000 who wrote (22388)	11/17/2000 1:04:38 PM
From: mooter775	Read Replies (2) of 27311

Bigcue, For some weeks now, I've felt that the laptop orders have been more a function of delivery and installation of the high speed packaging equipment and, to a lesser extent, design-in cycles. Apparently now (1) Globalstar and other Qualcomm HDR production has been switched to one of the Arcotronics assembly machines; (2) a second Arcotronics assembly machine is currently producing batteries for (a) the telematics order, (b) Alcatel, and (c) Kyocera (per a question on the conference call); (3) the FABL machine is producing orders for Alliant; and (4) the Klockner/David machine is 'available'. I don't know where the Quantum batteries are being produced - perhaps the FABL???? I am still uncertain where the 2nd high-speed packaging line is now - I've heard "delivered and being installed" and I've heard "soon to be delivered"... It is this line that would seem necessary to have installed prior to a large laptop order. But I don't know what size order the Klockner/David machine could undertake - perhaps several hundred thousand cells per annum? I have heard that the VLNC cells are being demonstrated upstairs at COMDEX, tho I'm not sure with whom and how extensive....

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