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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: Larry Brubaker who wrote (16185)11/16/1999 1:25:00 AM
From: I. N. Vester  Read Replies (1) of 27311
 
A couple more questions on your analysis Larry:

I'm sure everybody will be taking your advice,
it's looking so valuable especially on a day
like today. But regarding your 'valuation':

Why continue to ignore Hanil Valence?
Still refusing to believe that it exists?

Please explain what information you have which
leads you to conclude Vlnc will have a 15% net
profit margin on sales of $250M? What's the basis
for this number?

The stockholder who spent 2 hours questioning the CEO
in private conversations a few weeks ago states
(see post 16118)"Valence will have a Gross Margin
better than the normal manufacturer".

Note that this stockholder is on record that he recently
purchased more than 100,000 shares. That goes as a
disclaimer that maybe he is enthusiastic about the
company. But it also goes to the fact that he is very,
very far from a naive fool and is in fact a highly
successful investor. Of course your theory is that
all the vlnc bulls are liars, shills and fools, but
let's get real, shall we Larry? This is after all,
your 'reality check' we're talking about. I'm talking
about Paul Klemencic whom I've talked to many times and
I'm quite convinced he's neither a liar nor far from a
fool.

Please help me Larry, what is the normal Gross Margin
for e.g. Li-Ion batteries. And what costs and tax
rate are you using? Help us get 'real', Larry,
explain the datapoints for your projections if you
have any.

Last question: do you really think that anybody is going
to accept unsupported value 'analysis' from one of the
biggest Valence bears as he sees the price start to take
off? You certain do take SI as a community of fools and
idiots. Everybody but you and your master Zeev, of course.
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