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

To: Zeev Hed who wrote (15824)	11/9/1999 10:14:00 PM
From: I. N. Vester	Read Replies (1) \| Respond to of 27311

Zeev, you keep predicting Vlnc's demise. You were expecting a decline to the $3's and even to the $2's. Sorry to disappoint you <VBG>. Because you elect to ignore anything that management says, you are missing the vital piece of the puzzle which explains why the stock has held up so well under the very concerted and leveraged attacks of CC. This also causes you to predict tax loss selling when in fact before the end of the year any shares bought within the last 2 years will be showing a profit. How much DD have you done on your ulbi investment? Who have you talked to in the pc or cell phone industry who knows what li-poly batteries are being sampled from which manufacturers and who is actually able to supply them in volume? I know that if you investigated thoroughly you would find confirmation that vlnc is in the lead with the best batteries and are probably still the only producer who can deliver volumes. I think that your analysis is almost exclusively driven by TA. In this case of a stock which has been very heavily shorted and has held up remarkably well. You have admitted as much. I know that in your experience most companies who get involved with floorless prefered issues get damaged far worse than Vlnc has. But every case is unique and I think you are being far too simplistic and that is causing you to discount the strength that the stock has shown. That strength is due to the fact that the company is indeed on the cusp of success. You've had the last word many times, and that's effecting your judgement. Stop being so stubborn. You yourself have already admitted that vlnc is far more resiliant than you can easily explain. How do you explain that Vlnc is still selling at many times book value even in spite of very heavy shorting by CC and a balance sheet which is very weak? You don't really think that those who have been buying all the shares CC and friends have been selling short are investing on the advice of FMK do you? You are badly misreading the TA, and you know nothing of the FA except for the terrible looking balance sheet. There is much more to the equation than that, but it won't be revealed by the SEC filings or by company PR until they have signed contracts. I'm quite confident that they are coming because I've heard from many different sources that Vlnc has the product and can deliver. I'm sure OEM contracts will be signed this year. One of us will be proven very wrong quite soon and it won't be me.

To: Zeev Hed who wrote (15824)	11/9/1999 10:40:00 PM
From: Mark Johnson	Respond to of 27311

Zeev, you seem confident that CC "might succeed" in driving the Valence stock into the ground. Such a bold opinion deserves a reply to I.N.Vesters questions which I've re-posted below. Do you have the courage to directly respond???: <<<How much DD have you done on your ulbi investment? Who have you talked to in the pc or cell phone industry who knows what li-poly batteries are being sampled from which manufacturers and who is actually able to supply them in volume?>>> <<<How do you explain that Vlnc is still selling at many times book value even in spite of very heavy shorting by CC and a balance sheet which is very weak?>>>