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Technology Stocks : VALENCE TECHNOLOGY (VLNC) -- Ignore unavailable to you. Want to Upgrade?

To: jean1057 who wrote (13445)	7/29/1999 11:17:00 PM
From: I. N. Vester	Respond to of 27311

Jean Claude, when you visited did you have a chance to talk with management and learn their plans for the plant? It does not surprise me to know that they are still relying on hand processing of the laptop cells. Lev's position in January about this was that they could keep up with the production from line 1 and would not upgrade this equipment until they also installed the high-speed line for laptop batteries. Lev's position was that they could fill initial orders from the slow line using the manual process after the battery 'sandwiches' come off the line. I wonder why you are so disturbed by this and take it as a set back. Rich Wolf has pointed out that they can produce 100k batteries/mo, which would be almost $10MM worth of laptop batteries. What makes you feel that a PO is impossible until the additional machines are installed? Is this something which you were told by management? It would not surprise me if the first large PO was for cell phone cells. I believe that the cell phone line is fully automated and also fully operational at this time.