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


To: Larry Brubaker who wrote (13490)8/5/1999 11:28:00 AM
From: John Curtis  Read Replies (1) | Respond to of 27311
 
LOL! You could be correct. But have you looked at the NASDAQ lately? Wooo weeee, looks like blood on the streets to me, particularly with those internet stocks. But they've been loooong overdue for a correction, me thinks, and now their getting their teeth kicked in, or at least, so it appears. As a consequence they're clearly impacting the rest of the market. It all leads to roiled waters, nooooo doubt.

And prime time to break out the dry powder and do some judicious buying. They say buy when the blood's running warm in the gutter, so as it relates to VLNC I got me yet another traders block which I figure I'll unload later. Also picked up some other ripe equity cherries. By the by Larry, I see you like to talk, but I never see an indication of you doing anything other than that, like declaring you've shorted, or you've bought, etc., etc.. Nada, zip, zilch. Are you making ANY profit on this issue? Or are you just sitting there arm-chair quarterbacking? ;-) Come on man! Make some profits if you can!!

Now let's see how it all plays out, eh?

Regards!

John~



To: Larry Brubaker who wrote (13490)8/5/1999 11:45:00 AM
From: Gordon Quickstad  Respond to of 27311
 
The price action tells me that VLNC isn't going to announce a significant contract in the next one to three months. I no longer doubt that VLNC can make a very good battery. I'm concerned about the flow of product throughout the plant - how much and how long will there be manual assembly? If there will be tough competition in the field, any manual operations could cause significant disadvantage. Competition is the other unsettling factor. Canada's Hydro Quebec, a power utility, is even working on LiPoly, albeit supposedly for automobiles. Is Microsoft also in the field? That's just it, who really knows? Maybe VLNC will prevail under the auspice of its many patents.

I was looking at the new Palm V PDA with a Lithium Ion battery. It's smaller in all three dimensions than it's predecessors and only 0.4" thick and weighs 4 oz. instead of 6 oz. It recharges in about 10 min. and might last a month in normal use. LiPoly would make it even better. The market for LiPoly is going to be bigger than we think. If you've hefted the many battery powered hand tools at Home Depot, you can appreciate what LiPoly could do for these, too, if it's suitable enough for high current drain.

The price action today is disappointing, as has been the long delay in product announcement. The products will come, that is a certainty. To me, it's going to come down to a few factors; who can build good batteries; will there be patent protection; at what price can they build them?