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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: kolo55 who wrote (15000)10/4/1999 6:59:00 PM
From: MGV  Read Replies (1) of 27311
 
"I outlined discussions I had with company officials and money managers at the Robertson Stephens conference in San Francisco. I explained the big concerns money managers had with the Microsoft threat."

Well this is slightly more challenging because you cite a source that cannot be revealed (an alleged old PM) BUT it too, alas, is easily shot down. If in fact you had conversations with Robbie Stephens "money managers," both you and they were wrong. The issue with CKFR was not MSFT competition via Transpoint but rather foot dragging by banks in implementing BPPP applications.
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