VALENCE TECHNOLOGY (VLNC) Message Board

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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: John Curtis who wrote (1346)	11/12/1997 3:37:00 PM
From: wm sharp	Read Replies (1) of 27311

Thanks for the summary John. In hindsight, wish I had followed up on that last question. What I was getting at is whether he felt we could comfortably apply that rate across 3 shifts. I personally think so. The machinery may even operate more dependably and efficiently in "continuous" mode. (Not to mention the ultimate margin benefits.) I'll try to get clarification. A few additional items that stuck out for me... As Fred reported, Cal's statement about control of the process, start to finish. His theoretical float of the type of OEM's he's going after: "The Motorola's, HP's, Acer's, Compaq's..." The company's pleased with Line 2 progress, and still on the Q1 time frame. Also, Cal's apparent confidence (my interpretation) in the Line 1 capacity number he cited. OEM team(s) are at the R&D facility, working with pre-production samples. Best, Bill

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