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

To: Larry Brubaker who wrote (1244)	11/3/1997 5:26:00 PM
From: I. N. Vester	Read Replies (1) \| Respond to of 27311

Sales do not equal revenue! Revenue comes from the bottom line, not the top line. I've seen various assumptions on this forum about the possible production volume and sale price. (btw are the prices being bandied about volume sales to OEMs or street prices on the batteries???). I haven't seen any analysis of cost of raw materials and other production costs. Another thing which makes this a great shot is that demand for better batteries is such that buyer's should not be too hard to find, so sales costs should be extremely low imho. Still, I would call upon FMK and any others who try to project sales to also estimate the costs, and thus get us to an earnings estimate. That's what will drive the share price. Don't forget that any money spent on R&D or further production facilites, while extremely valuable in the long run, reduces earnings, and will keep the share price lower.