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Technology Stocks : VALENCE TECHNOLOGY (VLNC) -- Ignore unavailable to you. Want to Upgrade?

To: P. Ramamoorthy who wrote (12994)	7/9/1999 12:12:00 PM
From: Chisy	Respond to of 27311

Great repeat find. Welcome back. We are long over due for material to digest instead of personal arguments. Thanks.

To: P. Ramamoorthy who wrote (12994)	7/9/1999 1:26:00 PM
From: Pallisard	Respond to of 27311

Ram, welcome back, and thanks for that very encouraging article.

To: P. Ramamoorthy who wrote (12994)	7/9/1999 2:52:00 PM
From: Bob Childers	Read Replies (1) \| Respond to of 27311

Ram- Thanks for the post, and welcome back. As you can see we had a collective breakdown into sandbox non-sence recently, on a fair amount of interesting, mostly positive news since we heard from you last. Longs are now in temporary recovery, having beaten back short attack. Classic short assault: a mixture of (largely true, though carefully selected) observations that drove longs-in-denial crazy; mixed with their usual - no, worse-than-usual idiocy advanced most irritatingly by MGV. His tactics were flawless, and many usually-rational longs completely lost it, alas. As to Hanil- IMO the deferred income statement is important, and fairly unambiguous. (BTW, getting paid for shipment of materials has nothing to do with profit sharing, as ALL of you know.) It appears Hanil plans on revenues next FY. Because of the structure of SK business, we might expect that initial production will only be available to their sister companies, and that product schedules are fairly well known. Their schedule is still within a few months of other announced products (Samsung, etc). We shouldn't discount real info because it came from a super-short - in this case it's important to know. The whole introduction of Li-poly has been slower than anyone apparently expected, but the competitive position of our company is as strong as ever. For longs, that is what will count. (As for our bouncy-bouncy" trader friends, I still think they are having too much fun.) So what's with the shipment to Hanil? Perhaps VLNC is unloading the Gen-I laminate they had produced over the last many months, since the quick introduction of Gen-II made their Gen-I stockpile obsolete. Hanil could use Gen-I internally to their family of companies for getting their lines running, testing , samples and initial shipments until inventories are exhausted. FWIW - Long & strong, Cheers! Bob