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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: Emmo who wrote (496)6/3/1997 7:27:00 PM
From: Xingbo Wang   of 27311
 
Emmo, you didn't get it did you? I don't own IDTI, so it is not MY apple to YOUR plum.

No, comparing VLNC with IBM is much less valid than with IDTI. IBM does not have the upside potential that is comparable to VLNC or IDTI.

And IDTI is no longer a "pure play" of the memory market. As I said, they are turning away and away from that market. They are concentrating more and more on specialty and proprietary semiconductor products. That's where the upside potential is, not in SRAM. Look at the performance of ALTR, XLNX and LSI and you will know why.

I appologize for not being able to convey what I think without hurting your feelings. Different opinions is what makes the market work. All I really wanted to say is that the risk in VLNC is too much for me to bear. I have seen too many small development stage companies with great promises going under over the years. I even work for one. Heck, why do I need to tell you this? It's YOUR money.

Bye for now.
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