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

To: Jay Lowe who wrote (3003)	5/25/1998 12:31:00 PM
From: John Curtis	Read Replies (1) \| Respond to of 27311

Revised numbers, Part 2. For many months some investors have used $1 to $1.25 per share earnings capability per production line. I have previously posted computations based on the $1.25 figure The earnings figures, of course, would not show up until the end-of-quarter report several months later and could be reduced by additional equipment and interest expense etc. The above figures therefore represent the rate of earnings production by the NI facility and have neglected the $32 mln Irish rebate and any joint venture income. Notes: 1)The Ireland plant has room for a total of 10 assembly lines. I understand that once revenue is established, the company plans to add one line per quarter. 50% more capacity should be possible without more capital expenditure, of course, by going to 3-shifts per day. 2)There is a consensus that there is a market for all Valence can produce. ----- etc., etc.. I think everyone get's the drift. Jay, as for that psycho-biz stuff....heh....perhap's you're right. Then again, is not your description akin to scientifically describing empathic behavior? Well, maybe not, but I know I'm best in negotiation sessions when I can "read" my opposition by placing meself in their shoes. And if you want to disturb your opponent, wear dark glasses and speak in a monotone!! ;-) John~

To: Jay Lowe who wrote (3003)	5/25/1998 2:30:00 PM
From: Tickertype	Read Replies (1) \| Respond to of 27311

Now that the internet seems to be working again (wouldn't let me post a while ago) I'd like to add that I thought your analysis was very interesting. It sounds to me like you have professional qualifications in this area, no? It also occurred to me the if Lev reads these posts and discovers he's been taperecorded and analyzed as though he'd been wired to a polygraf machine, he could certainly develop some degree of paranoia! So I hope he understands that all of this is just a manifestation of how badly many of us longs want to learn anything and everything that will support our hopes with respect to this investment.. - T -