HC: This week was a huge breakout for VLNC and what with the "subtle," heh, signals of massive insider buying, an esteemed high level executive joining their board, not to mention rumors of Eveready showing a product with VLNC inside at COMDEX....well.....me thinks we're at the beginning of a nice looooooong ride! ;-) This is particularly true since even Jacq. herself has seemingly turned positive on VLNC, a reliable indicator if ever there was one, eh?
So I see this breakout as more smoke underneath which looms a massive fire. This should be confirmed by the analyst(s) visits to the N.I. facility by if not next week then perhaps the week after(this be a guess of course). It should be easy enough for them to run numbers similar to FMK's, particularly when they see product coming off the end of the line. After that.....well.....it's gonna be a goooood X-mas, 'cause you just know if they fall in love with what they see then they'll begin to talk to like minded collegues, customers, etc.. The inevitable consequence of this?? Well.....ever been in an elevator when it takes off quickly? Heh!
Bottom Line on all this? Despite the competitive indications, at this point the game appears to be VLNC's to lose. They're making all the right noises, sending all the right signals.......now to watch them take a true lead on the competition via p.o.'s and successful analyst visits which will clear their path for the next couple of years....a ride I intend to stay on in the comfy seats for at least that long....
Buckle up?? Buckle up indeed, but keep the belts loose 'cause we're gonna get mighty fat along the way! ;-)
John~ |
