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

To: Greg Smith who wrote (4852)	11/11/1998 4:19:00 PM
From: kolo55	Read Replies (1) \| Respond to of 27311

Valence has apparently improved capacity since May. Greg, great questions- I welcome this kind of discussion. The spec sheet on the Valence site is dated in May. In a conference call after the spec sheet was posted, the company said the performance of the cells had been improved. Here are two post referring to this: Message 4602016 Message 5062979 Then recently, an article on Hanil/Valence JV used these specs: Hanil Valence will produce sample of lithium polymer cells and there are two kinds one of which has width 10cm, length 10cm, thickness 4mm and capacity of 4,000mA/h. koreatimes.co.kr The cells have a nominal voltage of 3.8v, so 4x3.8 = 15.2 Wh per cell. Regarding the gross margin, I used 50% gross margin in my calculations. This is not an unusual gross margin for revolutionary products. Lev's statements today implied that Li-polymer cells were less expensive to produce than Li-ion prismatic units. I do agree that we should adjust the production volumes for yield. My proposed income statements didn't do that when I first presented them. I understand the company is gearing toward two ten-hour shifts daily. Paul