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

To: FMK who wrote (5533)	11/23/1998 11:07:00 AM
From: Larry Brubaker	Read Replies (1) \| Respond to of 27311

FMK: The Red Chip article stated that the capacity of the high speed lines was 7-8 million batteries per year (not 1 million per month) and estimated the price per battery at $8 (not $10). Thanks for telling us why you have now reduced your estimated percentage of failure. I might point out that none of these high speed lines had even been delivered to VLNC or Hanil as of the last conference call. Therefore, the fact that the building housing the Hanil plant is nearing completion does not drop my own estimate of VLNC's chances of not meeting the deadline for a variable rate conversion. After all, VLNC has had a building in NI for years. The real question is whether they can make these lines work (and when), not whether Hanil can successfully build a building in Korea.

To: FMK who wrote (5533)	11/25/1998 12:03:00 AM
From: john t. brice	Read Replies (1) \| Respond to of 27311

FMK> DO you, or anyone else for that matter, know what the Korean plant capacities, capabilities, and time line is? My best recollection was that Hanil was to be more or less on the back burner until the NI plant was functional. Could this be a sign that things have fallen into place better than expected in Ireland? Does VLNC have the ability to do two startups simultaneously half way around the world? Is the equipment to be installed identical or is the Korean facility a different generation (further adding to the complexity of the startups)? I would appreciate any thoughts you might have.