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

To: gvander who wrote (7838)	2/3/1999 9:21:00 PM
From: MGV	Respond to of 27311

You seem worried FMK. You noticed that too, did you?

To: gvander who wrote (7838)	2/3/1999 9:24:00 PM
From: FMK	Read Replies (2) \| Respond to of 27311

No GV, I was pleasantly surprised by the ULBI vs VLNC capacity numbers. I was comfortable with the 5x capacity ratio that now seems to be higher. Have you done any calculations regarding machine capacities? Considering ULBI CEO's resignation without a replacement and lack of contracts, do you still rank them higher than VLNC as a pure Li Polymer play? What are your estimates of their yearend LiPolymer capacity- same as Zeev?