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


To: kolo55 who wrote (14757)9/22/1999 2:52:00 PM
From: Dennis V.  Read Replies (1) | Respond to of 27311
 
LOL, thanks for the erudition! "Argument of the beard" sounds like "blow it out your arse". I'll bet ol' MGV is wound up now...hope he takes his pill....



To: kolo55 who wrote (14757)9/22/1999 3:08:00 PM
From: Pallisard  Respond to of 27311
 
<Logical fallacies are some of the favorite tools of propagandists through the ages.>

Logical conclusion, Paul, never any doubt.

Incidentally, we often talk about insider knowledge of a material event and the advantages it can have. It seems to me that with a volatile start-up issue such as Valence, the knowledge of NO imminent event could almost be as effective, trading-wise. :-)



To: kolo55 who wrote (14757)9/22/1999 8:12:00 PM
From: MGV  Respond to of 27311
 
Another Voice of Reason:

" The Japanese are getting pretty close with their stuff, and once they ship, it's game over for these startups. ULBI should survive because they sell other stuff. VLNC has been promising to ship for so many years that I don't even care anymore if they succeed or fail. LITH says right in their latest 10Q that they may not survive past this October.

For wacky ideas with high potential return, polymer batteries have missed their window. Even if the little companies ship successfully now, it is not clear they will have any opportunity to profit with the withering competition they will face.


Ed. Note: Where have I heard that before? ; )

I am following BLDP, MHTX and some of the other fuel cell companies now. For betting small money on a big return 5 years out, it looks like a much better play than batteries."

Message 11206387



To: kolo55 who wrote (14757)9/22/1999 8:18:00 PM
From: MGV  Respond to of 27311
 
More Reason and impeccable logic!

To: jim heger (144 )
From: Javelyn Bjoli Wednesday, Sep 22 1999 5:38PM ET
Reply # of 145

What are you talking about, the best they can do? Nokia is probably the best customer a battery vendor could have.

Also, it is not just about the Japanese shipping sooner. The Japanese vendors are trusted names, the startups are not. Any large company that has a choice between Panasonic/Sanyo/Sony, or LITH et al, is going to go with the Japanese supplier (that is already selling them the NiMH or Li-ion they use today).

I believe LITH has a good technology and I like that they are not blowing hyperbole. I am very concerned that they are just going to run out of money and die.