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.

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

To: john t. brice who wrote (18440)	2/24/2000 7:54:00 AM
From: MHS	Read Replies (1) \| Respond to of 27311

But there is a lesson that we can look at from VISX. Let me quote from MF. "Ideally, investors should be looking for long competitive advantage periods, or what Warren Buffett has referred to as companies that have moats around their businesses that are wide, deep, and full of alligators. When the CAP is viewed as sustainable or, better yet, growing over time, companies will be rewarded with higher valuations. When the CAP is evaporating, as it is for a company like VISX, the valuation can head south in a hurry. Sure, future cash flows at VISX are under the gun, too. That is also playing a role in company's slide. But the effect of the changing CAP is where investors looking at VISX should focus their attention right now. " How long is VLNC's? mhs

To: john t. brice who wrote (18440)	2/24/2000 8:33:00 AM
From: eli74	Read Replies (1) \| Respond to of 27311

I know, duckster. But at least he can take comfort in the fact that LVCI hasn't gone down (any further, that is). And Markie, I don't feel the need to reconcile anything to you. I'm bullish on the company and its prospects, and you aren't. So be it. Yers in Investin' eli74

To: john t. brice who wrote (18440)	2/24/2000 1:02:00 PM
From: MGV	Read Replies (1) \| Respond to of 27311

Don't make the mistake of associating the low character of your own to others. When VLNC twice fell to low single digits, you and many others whined and sought hands to hold. VISX is down. Sometimes stocks go down, sometime they stay down. I don't think VISX stays down here. As for VLNC, no license agreements. That is its big strategy? Unit price of $10 for product and no one knows how many cells in a unit or even as little as what exactly the product was. Stocks that move up on excitement alone dont stay up. VLNC has been pure excitement for you school girls. Don't forget that.