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

To: Rich Wolf who wrote (13847)	8/19/1999 11:28:00 PM
From: Jay Lowe	Respond to of 27311

>> Jay, I'm surprised at your comments Let me restate. If I was standing next to Lev in his office and there was a TODO list on the wall which read ... - visit OEMs with engineering and finance team - check in with all OEM product managers testing cells - create super-attractive pricing deals for initial adopters - hire and motivate very competent OEM engineering support engineers - find the next $2m, $5m - support the stock price then which of these activities would I urge Lev to focus on today? It's all in point-of-view. I don't give a sh*t about anything not related to VLNC success ... which I define as ... putting it's cells in 50% of laptops and cellphones over the next 18-36 months. The shorting is irrelevant. The convertible is irrelevant. The competition is irrelevant. Only executing the business plan is relevant. Of course it isn't black/white like this. I would, however, like to see more focus on issues related to executing the business plan. >> A chart will not provide the answer to your underlying question. What charts? I don't know from charts ... >> There are exogenous events transpiring that make charts useless I don't understand how any of the events you mention have anything to do with Valence's success ... keeping in mind my definition of that abstraction ... 50% LiPoly penetration within 3 years. I just don't get it that the stock price is important ... in the larger framework. Also ... I love reading your posts! Thanks for your great work!