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Technology Stocks : VALENCE TECHNOLOGY (VLNC)
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To: FMK who wrote (6410)12/29/1998 9:18:00 PM
From: Zeev Hed  Read Replies (1) of 27311
 
FMK, the only reason 50% is not very likely (it would be a huge success) is that the companies involved hate being tied to single sources, they want to make sure that their suppliers do not have them by the "proverbial" (look at the hand holding AMD and NSM have been getting from the box makers to make sure a counter balance to INTC exists).

I suggest we use realistic numbers and when the company surprises us with beating these numbers the stock will really fly. When the market sets up unattainable market share of 50% (and if some posters here think that my "negative posts influence the stock price and expectations, then they should agree that your numbers are setting expectations that now poor VLNC has to meet, thus the "market" is "US"), it is a set up for failure, IMHO.

Zeev
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