VALENCE TECHNOLOGY (VLNC) Message Board

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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: FMK who wrote (7840)	2/3/1999 9:45:00 PM
From: Larry Brubaker	Read Replies (3) of 27311

Fred, you assume VLNC's capacity is virtually unlimited (as when you projected they would produce more batteries by the end of the year than the world demand for laptops and cell phones combined) and ULBI's is fixed. We don't really know what VLNC's capacity is since they've never officially released such numbers. A few questions to ponder when you are discussing relative capacity. Isn't ULBI installing a second line in England? Doesn't ULBI actually have the money to pay for new lines while VLNC does not? Didn't Klockner file suit against VLNC because they didn't pay for the line they do have? In light of these questions, don't you think your comparisons of capacity are a bit premature?

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