Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Larry Brubaker who wrote (2952)	5/20/1998 10:30:00 PM
From: kolo55	Read Replies (1) \| Respond to of 27311

The notes say "very high volume" Point 5 says support client request for very high volume by early next year. It was made in context with a discussion of capacity limitations of the NI plant. Read the answer to the second question in this post: Message 4529718 Paul

To: Larry Brubaker who wrote (2952)	5/21/1998 10:11:00 PM
From: wm sharp	Respond to of 27311

Larry - I reviewed the recording of the call. As Paul suggested, Dawson's comment about full scale production early in '99 seemed to refer to multiple lines purring along at maximum capacity, to meet large OEM demands. At several points in the call, Lev repeated that the "critical path" now was not Valence's ability to produce, but OEMs' ability to deliver orders. He stated that the German line (our "Line 1") would be ready first, and in a matter of weeks, though he expects inevitable debugging time. He also stressed that he likes to make batteries in large quantity to debug, assess fixes, and make accurate note of incremental improvements. I suspect he'll use the same philosophy for ramp up; ie the best way to improve yields and speed is to have a contract and mass produce the things. He didn't sound like he'd be wasting any time accomplishing this. So, I guess it does come down to how each investor defines acceptable production levels and the time frame involved. - Bill