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Pastimes : From A to Zeev" -- SI Sacks Zeev -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (655)	12/3/1999 3:53:00 PM
From: Jay Lowe	Read Replies (2) \| Respond to of 708

Yep ... you called the action to a "t". Amazing. What I don't get is that the ULBI CEO is basically admitting in a CC that they're 12 months behind VLNC with no clear way to go if manganese proves significant. And LITH ... as you say ... they appear to be air. Perhaps we are measuring the inability of the average investor to perform basic research. ;-)

To: Zeev Hed who wrote (655)	12/4/1999 10:09:00 AM
From: Mark Johnson	Respond to of 708

<<As for the party, the long have good reasons to rejoice, the badits gambit only paid partially and did not result in a full spiral.>> Zeev...There you go patting yourself on the back again, when in fact you missed the message. With or without CC Valence would languish in the low single digits without PO's. Castle Creeks selling pressure provided buying opportunities for Valence longs who believed in the TECHNOLOGY. A point you couldn't acknowledge.... because that fact disagreed with your "rational deliberations". My point has been patience and DUE DILEGENCE... You were wrong on this one Zeev....