VALENCE TECHNOLOGY (VLNC) Message Board

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Technology Stocks : VALENCE TECHNOLOGY (VLNC)

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To: Chisy who wrote (18384)	2/19/2000 11:08:00 PM
From: MGV	Read Replies (1) of 27311

The competition and its deep pockets, wide distribution channels, and experienced sales organizations has a chokehold on VLNC. Understand the issues or lose. Assuming for the sake of argument the VLNC technology eventually were to become better (you have to assume this or there really is no issue), then VLNC's exit strategy would be to be acquired. Why? Read on. The best technology doesn't win if you don't have capital, marketing, and distribution - sine qua non of an effective business model. Sometimes it isn't enough with all of that. Betamax is the classic example. VLNC has none of that. There is no objective evidence that VLNC is anywhere near having the best technology. To boot there is no objective evidence VLNC can produce in scale. There is objective evidence that VLNC has no sales force or marketing muscle or financial muscle. Before you argue and call names, try addressing the issues. If you think any part is wrong, then rebut it convincingly, if you can. If you cannot rebut convincingly, say nothing or whine like johnson, pallisard or yoest. Either way, the conclusion will be clear.

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