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

To: Jay Lowe who wrote (16112)	11/15/1999 10:30:00 AM
From: kolo55	Read Replies (1) \| Respond to of 27311

I think your numbers are right, but conservative. Valence will have a Gross Margin much better than the normal manufacturer, so should get a higher PSR. Also the markets Valence are selling into are growing at 25% a year. Paul

To: Jay Lowe who wrote (16112)	11/15/1999 11:08:00 AM
From: Larry Brubaker	Read Replies (1) \| Respond to of 27311

Jay, you need to revise the number of shares upward. Currently there are already about 37 million shares, fully-diluted. This is the base. How many more shares it will take to do the next Warbucks sale, the remainder of the shelf (plus a little more) to get through 2000, and then the "additional investment" needed to get to the $250 million run rate is anybody's guess.

To: Jay Lowe who wrote (16112)	11/15/1999 8:30:00 PM
From: Jay Lowe	Respond to of 27311

FYI ... background teasers on Qualcomm/Globalstar Qualcomm Globalstar Overview qualcomm.com Qualcomm Globalstar Hand Portable Phone Datasheet (photo) qualcomm.com And the future will be along the lines of ... qualcomm.com With a cute animation ... qualcomm.com I look forward to the day when Valence cells are used in many of these charming little widgets ... cellphones and PDAs are just getting started. I look forward to the ways in which our little investment will greatly improved their usability and extend their features and performance envelope into new dimensions. Power is a key enabler here ... and Valence seems to have the power. Grins.