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

To: Zeev Hed who wrote (17301)	12/27/1999 3:56:00 PM
From: Dennis V.	Respond to of 27311

All this talk about yields...both factories have been practicing their routines, producing product. Valence is ready and Hanil feels they will be ready earlier than expected. The only potential problems that I see are the same any factory experiences- suppliers, mainly. The rampup which will occur with setup and running of new machinery should be fairly smooth since Hanil has proved the operation.

To: Zeev Hed who wrote (17301)	12/27/1999 6:20:00 PM
From: Pallisard	Read Replies (2) \| Respond to of 27311

"In a process having more than 20 steps, each step will have to have in excess of 98% yield to have a total yield of 80% or so, and if each step is only at 95% you may have real yield problems." One last point, Zeev. Your argument assumes each of the steps is independent and therefore the failures are cumulative in linear fashion. My graduate math and QC are rusty, but I strongly disagree. Let's let the old mare rest. :-)

To: Zeev Hed who wrote (17301)	12/27/1999 6:28:00 PM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 27311

Zeev, Re.:"...perfection does not exist (by definition)..." My question was in reference to "...perfect quality means zero yields..." Changing "...perfect..." to "...perfection..." in your reply twists the whole discussion, intentional or unintentional. I am not concerned with "...perfection...", an abstract concept, not known to attract the attention of cost-conscious manufacturing engineers. Yield optimization CAN NOT be constrained (mathematically or physically) by the number of steps involved, whether it involves 20 steps or 200 steps to manufacture a product or provide a service to customers. In TOTAL QUALITY MANAGEMENT as applies to commercial manufacturing or service, engineers and management strive for "perfect" quality, not "perfection". There is a big difference. Quality does not stop at 98%, or 99% or 99.9999%. Even at a defect rate of 0.0001%,several hundred flights will crash, several thousand babies will die during birth, etc. etc. Instead of continuing a discussion of "semantics" or trying to run a manufacturing floor operations from my computer keyboard, I'll end my discussion and remind longs a statement made by Lev in the last CC: "VLNC will fail, not because of technology, not because of lack of capital, but because of poor product quality." Ram