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

To: Larry Brubaker who wrote (6998)	1/11/1999 10:58:00 PM
From: Mark Johnson	Read Replies (2) \| Respond to of 27311

Lefty: Take Levs advise and study that Sept 30 report! I think you should not jump back into Valence until they they report a profitable quarter. Maybe the stock will only be in the 50's by then. I predict Valence will jump from no revenue to 100's of millions in revenue, faster than any Compamy we have ever seen. Truly could be an awesome occurrence. That, to me seems to have been the plan all along, especially concerning their capability from the start.

To: Larry Brubaker who wrote (6998)	1/12/1999 12:51:00 AM
From: FMK	Read Replies (2) \| Respond to of 27311

Larry, 1800 Batteries or cells per day to breakeven? Lev's words on August 12 were 1800 "cells" to break even, and they were "initially" producing 5 per minute. Someone relayed Lev's clarification after the conference call that he intended to say "batteries". Regardless, It doesn't matter if the company can break even with 1800 frisbees per day. If you multiply 5 per minute "initially" x 60 minutes per hour x 8 hours per shift, the result is 2400. Did Lev say we can break even with 1 shift's production? Sorry my mathematical leap caused a problem. Again, 5 x 60 x 8 equals 2400 which is more than 1800 frisbees or cells or batteries. He said cells but meant batteries, but they can make more than 1800 in one shift at 5 per minute. I believe that since August they are somewhere between the initial 5 per minute and the machine design of 10 per minute. From this I have estimated about 7500 to 8000 batteries per day line 1 laptop capacity for 3 shifts. Again, I find it very significant that line 1 can produce enough batteries in just 1 shift to break even. Are 270 employees enough to run 1 shift on line 1 to break even? My guess is that it won't take all of them, and the remainder might be available to run lines 2 and 3, or perhaps even another shift on line 1! Is it safe to suggest that additional batteries past one shift on line 1 might turn a profit?