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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: Zeev Hed who wrote (16920)12/11/1999 9:44:00 AM
From: Dennis V.  Read Replies (1) of 27311
 
Zeev, I think you may be underestimating margins and hence, the timeline to profitability. Taking a quick look at your track record, you correctly predicted the hedging by CC, but overreached on the "death spiral". You correctly predicted that it would take longer to get to the first PO but underestimated the concomitant rise in the stock. As always, your input is engaging.
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