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

To: Zeev Hed who wrote (14259)	9/3/1999 7:19:00 PM
From: I. N. Vester	Read Replies (1) \| Respond to of 27311

Zeev, last quarter's expenses included materials costs for orders being shipped this quarter to Hanil and Alliant. Also, given the statement by Roy Wright that he expected to break even on a cash flow basis this current quarter just with the booked orders to Hanil and Alliant, I suspect that your numbers are overly pessimistic. I have to give you an A+ for effort, tho. "The floorless will kill you. The market price share issuance helps CC. The price isn't going down because of CC shorting, it's going down because the financial model values the stock at $6". You have us covered coming and going! Well, better stick with ULBI since this proposition doesn't look good to you. But thanks for giving us all your valuable time! It was worth everything we paid for it.

To: Zeev Hed who wrote (14259)	9/3/1999 7:56:00 PM
From: Tickertype	Read Replies (1) \| Respond to of 27311

<<Since Lev indicated that with current equipment annual production rates under $80 MM should be expected.>> Zeev, a classic case of seeing a half-empty glass instead of a half full one. What Lev actually said on several occasions was $75 or $76 million was the least he expected, he didn't put an upper limit on it. He also said he expected to run through that level on his way to higher numbers. So we shouldn't use $80 million as some kind of limit or ceiling for what is achievable with the equipment that will be on-site in the next week or two.. - T -