You need to ask yourself why you are so defensive in your response. I don't want to know why but you should be aware of it.
As for responses from you, if they are emotional and defensive, you are right not to want to expose yourself further. I don't want to read them. Raising issues and stirring up mindless sleepwalking is all that I'm trying to do.
As for your 2nd paragraph, you must have been too emotional to read clearly. Here it is again: Who has the best lithium polymer battery technology? You don't know and anyone who represents otherwise on this thread should not be trusted. That battle is yet to be won.
As for your third paragraph, your assumptions implicitly define what you think the competitive marketplace is, even if you are unaware of the full extent of your assumptions. Better correct that.
Your last paragraph exposes the emotion that drives mistakes in the equities markets. Patience and detached logic will serve you better. Follow the company, the battery market, and the stock very closely. You will have plenty of time to buy it for extraordinary gains if it can execute. A company can be a far superior investment at a higher price when the cost of investing in a concept stock at a lower price is such low visibility as in VLNC.
Finally, your next to last paragraph glosses over risk and reward without defining a standard or reference point for making a risk v. reward assessment. Maybe you have one. If you don't you better find one. Merely being able to mention risk and reward isn't good enough.
Regarding Japanese competition and your conclusion that it isnt out there because you havent found a product, the same could be said of VLNC yet you don't dispute that VLNC is working on a product.
Regarding, NOK, MOT, DELL, ERICY, and other market leaders, the point is revenue opportunities. It doesn't matter if a company has the best technology, if it doesnt have the distribution cache to find its way into the marketplace. It is incumbent on VLNC to find a way to sell its products to the market leaders not the reverse.
You disparage MOT and NOK's business acumen. You may have had a poor personal experience but the companies that are the leaders in their markets make more right decisions than wrong ones. That is why they are market leaders. That is the bottom line.
Don't be so defensive. Think. |
