To: Larry Brubaker who wrote (16185 ) 11/16/1999 1:25:00 AM From: I. N. Vester Read Replies (1) | Respond to of 27311
A couple more questions on your analysis Larry: I'm sure everybody will be taking your advice, it's looking so valuable especially on a day like today. But regarding your 'valuation': Why continue to ignore Hanil Valence? Still refusing to believe that it exists? Please explain what information you have which leads you to conclude Vlnc will have a 15% net profit margin on sales of $250M? What's the basis for this number? The stockholder who spent 2 hours questioning the CEO in private conversations a few weeks ago states (see post 16118)"Valence will have a Gross Margin better than the normal manufacturer". Note that this stockholder is on record that he recently purchased more than 100,000 shares. That goes as a disclaimer that maybe he is enthusiastic about the company. But it also goes to the fact that he is very, very far from a naive fool and is in fact a highly successful investor. Of course your theory is that all the vlnc bulls are liars, shills and fools, but let's get real, shall we Larry? This is after all, your 'reality check' we're talking about. I'm talking about Paul Klemencic whom I've talked to many times and I'm quite convinced he's neither a liar nor far from a fool. Please help me Larry, what is the normal Gross Margin for e.g. Li-Ion batteries. And what costs and tax rate are you using? Help us get 'real', Larry, explain the datapoints for your projections if you have any. Last question: do you really think that anybody is going to accept unsupported value 'analysis' from one of the biggest Valence bears as he sees the price start to take off? You certain do take SI as a community of fools and idiots. Everybody but you and your master Zeev, of course.