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


To: Herb Blair who wrote (13125)7/16/1999 8:00:00 AM
From: Zeev Hed  Respond to of 27311
 
Herb, right now the RMBS site is euphoric, easy to see why with the stock snorting into new high grounds. By the way, there are a lot of similarities between VLNC and RMBS, RMBS is priced on what the market anticipates the revenues stream will be three years hence. The big difference is that RMBS is very well financed to drive these revenues in and even slow downs in acceptance will only modify the time table, not the eventual establishment of the bus as a standard. In the case of VLNC, a lot needs to be demonstrated, not only they are not alone in the field, but from a financial point of view, they are one of the weaker participants.

All this does not justify the virulent adjectives used to label the participants on this thread. VECO's stock has been languishing almost as badly as VLNC has, yet, we do not get the bulls pasting ugly commentaries on those that were less than bullish a month or two ago, nor did we get the temporary bears there using, what is in essence foul language, when discussing the stock with their bullish counterpart.

Zeev