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

To: mooter775 who wrote (1265)	11/4/1997 7:44:00 PM
From: I. N. Vester	Respond to of 27311

Thanks for sanity checking my numbers! R.C.does not give any revenue estimates, only the per quarter EPS out to 4Q99 (FY). He does however, also give the per line full production capacity @ 3 shifts/day and the price predictions both of which details were included in my last posting. So i was trying to work backwards & comparing with the %20 after tax margins which you suggested. I'm glad to know that you agree that he must be hedging or working with significantly less that full production or maybe on %10 after tax margins (or planning to invest tons in R&D maybe?). I feel that I understand the possible (and likely assuming production is successful) numbers much better and would probably take .60/eps as a lower bound and $1.50 as an upper bound for 12-18 months out. That would sustain a $20 share price, with $30 not out of the question. All predicated on getting full scale production on line, of course! R.C. agrees (and few are likely to disagree) that they should be able to sell all they can make, at the prices I have mentioned.