Steve's Channelling Thread Message Board

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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (4004)	8/2/2000 10:42:05 PM
From: gancho	Read Replies (1) of 30051

Zeev, with all the flack you have taken over the holy issue, I was only hoping you could put some of that criticism to rest. You are the most qualified to present the most intelligent questions in a public forum. I really hated to see you miss the oppurtunity to put some of the holy zealots in their place. I did listen to the conference call and it sounds like the reason the backlog isn't increasing is because they are ramping up slowly and are very careful to not send out any bad batteries. The holy CEO also said that the company didn't want to book their whole future production on cell phone batteries. He said they wanted to be able to make batteries in a larger format that have higher margins of profit. Zeev, you mentioned to stick with Larry's approach, I assume you mean Larry Brubaker and follow the SEC documents. I apologize up front for being so naive but do the documents give any inclination on the ramp-up timetable, it sounded like they think they are right on schedule and had met last qtrs. expectations. It sounds like they are running two and three shifts on some of their machinery and had ordered much more. It sounds exciting to me. I say all this because I bought 200 shares for my IRA a year ago and I'm up better than 100%. I should have sold a few months ago when the stock was in the $30's and at that time you were even bullish. I didn't watch the thread close enough to sell when you reccomended and held on and now I'm getting excited again. Did you have a chance to listen to the recorded version and if so do you think the holy one is a buy or a sell here? By, g

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