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

To: Larry Brubaker who wrote (16955)	12/12/1999 4:40:00 PM
From: Mark Johnson	Respond to of 27311

<<This board isn't an exercise in winning debating points, it is an exercise in attempting to pick winning investment ideas, measured by the only yardstick that matters: whether the damn stock price goes up.>>> Did you read Eli's point Larry....You're the laughing stock of the thread...don't you see these guys are toying with you...It's about making money Larry!

To: Larry Brubaker who wrote (16955)	12/13/1999 12:43:00 AM
From: HQ	Read Replies (2) \| Respond to of 27311

Can any of you naysayers please tell me why you are so right and the following companies are wrong? : The 10 Top Valence Institutional Holders Rank Institutional Name Report Date Position 1 DIMENSIONAL FUND ADVISORS INC 09/30/99 896,800 2 BARCLAYS BANK PLC 09/30/99 308,590 3 VANGUARD GROUP, INC. (THE) 09/30/99 274,500 4 STATE STREET CORPORATION 09/30/99 94,400 5 STARBUCK, TISDALE & ASSOCIATES 06/30/99 90,350 6 MELLON BANK, N.A. 09/30/99 88,512 7 TAUNUS CORPORATION UND 09/30/99 85,900 8 AMERICAN EXPRESS FINANCIAL CORP 09/30/99 74,880 9 TIAA CREF INVESTMENT MANAGEMENT,LLC 09/30/99 72,900 10 NORTHERN TRUST CORPORATION 09/30/99 57,400

To: Larry Brubaker who wrote (16955)	12/13/1999 9:07:00 AM
From: eli74	Read Replies (1) \| Respond to of 27311

Larry, do you really think it makes a rat's ass bit of difference if VLNC reaches a breakeven in cash-flows 4Q99 vs 1Q00 vs 2Q00? The issue of management credibility is important, but I'm not sure that management has made statements about timing, etc. that have turned out to be seriously erroneous. The only thing that matters right now, IMHO, is a) whether the company can procure additional sales, b) whether they can satisfactorily manufacture the product, and c) how quickly they can ramp up their manufacturing capacity. The other issues, such as whether Mooter made prediction about something happening by a certain time frame, at least to my mind are largely irrelevant. Given what appears to me to be a "belts and suspenders" approach to investing (and I don't mean that as a pejorative), you probably shouldn't be involved in the stock. No doubt about it, VLNC is not a stock for widows and orphans. Unless the optomists such as Mooter happen to be correct, that is.