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

To: Pallisard who wrote (19686)	5/14/2000 12:04:00 AM
From: MGV	Respond to of 27311

Maybe the absence of blue chip OEMs is explainable by continuing yield problems. The Marketwatch article on Globalstar states, among other things, there is no market for satellite based wireless. Low demand means yield is not a big problem. That would explain why Globalstar might be interested where Nokia would not. The dynamics for Globalstar are very different than those of blue chip wireless and notebook OEMs. It is likely yield remains an issue. VLNC needs to show it can win a contract with an OEM that is growing fast and can provide strong demand. Globalstar will not save VLNC. cbs.marketwatch.com oo&dist=yhoo "The real issue is phones aren't selling," asserted William Kidd of C.E. Unterberg Towbin. "Manufacturers likely see the market as small." Vicious cycle In effect, a vicious cycle ensues. When a company struggles, capital dries up. Partners start to believe the service won't succeed and market it less aggressively. Manufacturers don't want to produce as many products for the service amid concern that they might get stuck with the costs if it fails. And potential customers shy away from buying a service that they're not sure will survive. Clearly, some of that has already happened. That Globalstar is finding it tough to raise more money - - Schwartz insists the company will receive the financing it needs -- indicates investors are reluctant to throw what they perceive as good money after bad. Stockholders, meanwhile, figure they'll cut their losses before they get any worse. Just last month, a hedge fund controlled by famed investor George Soros revealed in a federal filing that it had unloaded its 5 percent stake in Globalstar. The fund purchased the shares in July 1998. At the time, Schwartz said, "Globalstar benefits strategically by the addition of the Soros funds as a strong new shareholder with an international scope." It begs the question: what does Soros' departure say now? Globalstar suggested that first-quarter results were partially hampered by manufacturing problems that limited the availability of handsets. Those problems have now been ironed out, the company said. An alternative perspective is that the alleged shortage stems from reluctance on the part of manufacturers to make too many phones until they get a better idea of how fast the service is selling.

To: Pallisard who wrote (19686)	5/14/2000 11:12:00 AM
From: Mark Johnson	Read Replies (3) \| Respond to of 27311

Earl Stratton on Yahoo has compiled a list of the most prolific posters on the SI/Valence Thread: On Silicon Investor (out of 19,683 posts): 1. MGV with 1464 posts 2. John Curtis with 1392 posts 3. Larry Brubaker with 1011 posts 4. FMK with 942 posts 5. Pallisard with 872 posts 6. Zeev Hed with 755 posts 7. Mark Johnson with 735 posts 8. Dennis V. with 691 posts 9. P. Ramamoorthy with 559 posts 10. Tickertype with 518 posts Of the top six posters numero 1-MGV claims to not own Valence stock...long or short. Numero 3-Larry B. claims no monetary interest in Valence either....and numero 6-Zeev Hed, SI genius and internet gadabout uses Valence as a trading vehicle.... All three bashers claim astute analytical abilities...LOL.. Of my 735 posts most have been dedicated to pointing out the disingenuous motives of the notorious threesome...Zeev and Larry have chosen not to respond to my findings and both have maintained their views are unbiased...Safer for them to block me out....denial for some is safer than reality.... Good luck to the long term investors.... MJ Check out this interesting link to the Larry/noway obsession.... estratton.com

To: Pallisard who wrote (19686)	5/14/2000 5:19:00 PM
From: Chisy	Respond to of 27311

Here is an answer to my question about TA on VLNC to someone I have great respect for a SI Board: SI: StockTalk: Market Trends and Strategies: STOCKS CROSSING THE 13 WEEK MOVING AVERAGE From: James Strauss Saturday, May 13, 2000 2:27 PM ET Reply # of 6121 VLNC... Chisy: VLNC looks ready to move up from here... chart.bigcharts.com. A close above 15.00 breaks an intermediate downtrending trendline... After that look for a test of the 23.00 to 24.00 area... Jim