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

To: mooter775 who wrote (16908)	12/10/1999 10:30:00 PM
From: Larry Brubaker	Read Replies (2) \| Respond to of 27311

<<I continue to believe these orders will surprise them both as to their timing (pretty soon now,) their diversity (not just cellphone orders), and their size (larger than anything announced to date.)>> Now that seems a bit optimistic given that Lev in November said their production capacity is $40 million per year. Assuming they can actually produce at that rate, they've already used up close to half of it with the first two orders. You would think, based on Lev's statements, that they would have to complete a sizeable financing in order to purchase the equipment to get them above the $40 million capacity that Lev mentioned in November. Remember, the next increment mentioned, $80 million, was not anticipated until late next year.

To: mooter775 who wrote (16908)	12/10/1999 11:31:00 PM
From: HQ	Read Replies (2) \| Respond to of 27311

Mooter, I was there (in N.I) on July 19th, so when you say << Also understand that NI is now running 3 shifts/day, and yields are fine. >>... I can tell you this: Several workers, while speaking with me casually after work, told me that they had ALREADY begun working 3 shifts at THAT time. So imagine the stockpile by now if they already knew the size/shape at that time of their future customers (i.e., our recent POs). Rocket to the moon come that next PO, or even validation in the form of the identities of the first two buyers. Enjoy, mooter, and thank you for all your info and great posts. BTW, I haven't sold even one share yet either! HQ