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

To: mooter775 who wrote (16914)	12/11/1999 10:46:00 AM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 27311

mooter, re.:"...great majority of cases not being run for the entire duration of the shift..." NI plant operation is optimum at 40 cells/minute, according to Lev (last conf call). At this rate, the problem with contaminants is the lowest. The speed of motors, laminate thickness, etc. all have to work right to keep the contamination at low levels. Contamination lowers yield of good batteries. Contamination is higher at lower production speeds. Lev's remarks were to the effect: "we'd rather run at optimum speed intermittently rather than running CONTINUOUSLY at lower speed through out the shift." I do not know whether the above applies to your observation of idle workers. This is one possibility. Ram

To: mooter775 who wrote (16914)	12/11/1999 11:11:00 AM
From: P. Ramamoorthy	Respond to of 27311

mooter, I was expecting confirmation of VLNC financial performance in the Mar qtr 10Q (May 2000 time frame). If the current run up is an indication of the future price action to PO's, and if your prediction of one PO/month for more diversified applications (PDA, lap top) comes true, then I would see a much higher price (not based on trailing earnings but rather future potential earnings). Ram

To: mooter775 who wrote (16914)	12/11/1999 6:52:00 PM
From: Richard M. Jimmink	Read Replies (1) \| Respond to of 27311

Mooter, Maximum production is based upon the slowest factor in the production process. I am not sure what that item may be in the Valence production line. Anyone know???? Boeing had a beautiful schedule. Ramping up from 12 737's per month to 18 per month in one year. The Boeing master planning schedule forgot to have the buyers check out the suppliers. Not many middle size operations can jump 50 percent in year year, without a qualified production workers. RMJ