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

To: Larry Brubaker who wrote (2288)	2/21/1998 12:55:00 PM
From: FMK	Respond to of 27311

Larry, I believe the "problems with scale up" were primarily with reference to making large quantities of laminate with the larger coater/laminater machines, one of which was diverted to Henderson. I have understood for a long time that the small machine in Henderson produces good quality laminate. "Scaling up" would therefore include getting the large machine fine tuned in Henderson, which I heard is going well, and then duplicating the adjustments on the others in NI. FWIW- in my previous post I commented on how stating information and details generates more questions. As you can tell, this company has become a favorite subject, but posting on the internet may have delayed my progress with less-enjoyable projects. I therefore understand and am not disappointed with the company's policy of concentrating on "getting the product out the door"! Regards, FMK

To: Larry Brubaker who wrote (2288)	2/21/1998 1:52:00 PM
From: FMK	Read Replies (1) \| Respond to of 27311

One more thought - Too much detail stated publicly or posted on the internet about how the company has solved certain problems could be quite helpful to a competitor playing "catch up". Staying ahead helps guarantee higher profit margins when Valence is alone with the capability of high-speed automated production. I hope I have not jeopardized future profit margins by repeating information that was not officially released because I am in for the long term. Incidentally, I just spoke with one of the "veterans" who told me that Valence has more upside potential than any other they had encountered in their careers. I asked if he still felt that way. The answer was affirmative. He mentioned a couple other stocks, but VLNC was still first on his list with an expectation of "at least tenfold". Regards, FMK