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

To: Paul Dubsky who wrote (3425)	7/18/1998 5:36:00 PM
From: FMK	Respond to of 27311

Paul, As you know, the company hasn't said much lately about machine capacities and the like. I believe line1's earlier stated rate of 2.4 million laptop batteries per year is a good number. It should be reasonable to use a straight line ramp from zero to 2.4 million per year over a year's time for line1 starting in August for an average of 1.2 million per year, although if it runs well at high yield after a few months it should make sense to run at the full rate earlier. BTW, I was just reviewing some old conf call notes with CR's statement that three coater/laminators ordered for NI were to provide enough laminate for 60 million cells per year. I believe one of four that Lev later described as "redundant equipment" is still in Henderson. Regards, FMK