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

To: John Curtis who wrote (4824)	11/11/1998 12:19:00 PM
From: jean1057	Respond to of 27311

thanks a lot for your work...appreciated a lot...I agree the "no comment" on OEM testing on production line...sounded to me immediately like a yes..but may not say...thanks again...

To: John Curtis who wrote (4824)	11/11/1998 12:19:00 PM
From: Dennis V.	Respond to of 27311

Thanks all for your efforts! EOM

To: John Curtis who wrote (4824)	11/11/1998 12:22:00 PM
From: Greg McDaniel	Respond to of 27311

I thought Lev said it would take about 16 weeks to retool for a different size.

To: John Curtis who wrote (4824)	11/11/1998 12:29:00 PM
From: Jacques Tenzel	Read Replies (1) \| Respond to of 27311

Thanks for your comprehensive summary of the C.C. Those of us who are long VLNC really appreciate the work that you folks on this thread are doing to keep us informed of facts as they transpire. It is fundamental information that we need to make informed decisions and your summary of the call is greatly appreciated. Keep up the good work. Jacques

To: John Curtis who wrote (4824)	11/11/1998 1:15:00 PM
From: Greg Smith	Read Replies (1) \| Respond to of 27311

Were the numbers Lev gave for one-line profitability $2.50/Wh and 1800 cells per day. . . or 18,000 cells per day? 1800 cells/8-hr day is only 3.75 cells per minute. I thought he said 18,000, which would seem to be a production rate more in line with previous estimates. Can anyone clarify this for me? thanks.

To: John Curtis who wrote (4824)	11/11/1998 1:18:00 PM
From: Larry Brew	Read Replies (1) \| Respond to of 27311

John, << customer testing production line >> It doesn't work that way, speaking from 27 years with TI, in design, process, product, and process development. Once prototypes are built, they are placed on life test for reliability. Simultaneously, and often before life test, proto-type devices are sent to the customer for evaluation. Production can not begin until customer approves all samples and life testing passes all parameters. The customer can waive certain life test failures if he believes these failures are not critical to reliability. As you can see, it would be a difficult question to answer to someone not in the field.Hence the no comment. If the device is said to be in production prior to completion of all testing, it's actually in pre-production. This would not occur without a very high degree of confidence in the product. Production puts a lot of capital at risk for both parties. Customer will be paying for all production devices that pass production testing, with risk of reliability failures in the field. The manufacturer's risk is yield. If only a few % of devices built pass testing, he has no profit margin. Larry

To: John Curtis who wrote (4824)	11/11/1998 2:41:00 PM
From: Jeff S.	Read Replies (2) \| Respond to of 27311

Good job John, however, I think in your rush you made two errors: 10. Break even point, Lev made a point that the break even was on a cash basis, not including deprecitiation. 17. Retooling - It would take 4 months to retool for another cell size. I thought the CC was upbeat, except at the end when someone again asked if OEM's were getting samples from the live line, and Lev refused to answer. He didn't sound very up beat. Go VLNC. Jeff