Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: mooter775 who wrote (6445)	1/30/2000 2:57:00 PM
From: Steve Lee	Read Replies (3) \| Respond to of 10293

"their existing business with Qualcomm" Is this public knowledge? Do you have a reference for the announcement? Or do you have some inside info? Thanks.

To: mooter775 who wrote (6445)	1/31/2000 9:06:00 AM
From: Kevin Podsiadlik	Respond to of 10293

Sounds like you are already down nearly 10%. Closer to 6%, on a small fraction of a full position for me. Like I said, pocket change. What are you going to do when they announce their next purchase order - perhaps a major expansion of their existing business with Qualcomm? Thanks for illustrating exactly what I was talking about earlier. VLNC leaves open the question of who they're doing business with, and y'all rush right in an fill in the blank with Qualcomm. Not a supplier of Qualcomm, not some point in the chain that finds its way to Qualcomm, but direct to the big Q themselves. And to justify it you make some assumptions of questionable validity, mold it into some form of logical deduction, and wrap the whole mess up under the unassailable label of "doing DD". So, if it turns out any one of your assumptions doesn't quite hold, if it turns out the buyer is anyone less than Qualcomm (read: anyone BUT Qualcomm), that's going to be a serious disappointment. Wouldn't want to be in your position. I like my position much better, for one important reason. I can walk away from this stock today if need be. In theory, so can you, but somehow I doubt you'd find yourself able to pull the trigger if necessary. Pesky emotions can do that to you. In fact, for all you know I'm on the sidelines even now. Maybe I got stopped out by Friday's spike. I'd tell, but, I just don't feel like it. As you say, good luck.