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

To: john t. brice who wrote (19694)	5/14/2000 7:40:00 PM
From: MGV	Read Replies (2) \| Respond to of 27311

Start over. You forgot to say that you sold at $40, avoided the heavy decline in VLNC stock price, and did it without considering anything substantive about VLNC. It is revealing how no one here can respond to legitimate issues. Do you have any idea what demand elasticity is (in general)? Or how it applies to Globalstar sales forecasts? What about VLNC's guidance for revenue derived from Globalstar sales for FY2001? What the assumptions are for that guidance, i.e. what are the assumptions for Globalstar handsets behind the revenue guidance. Do you know that Globalstar is lowering its guidance for handset sales this year? How does that impact VLNC's guidance? Based on lowered Globalstar sales forecasts, what other sales prospects might be higher than previously forecast to make up the difference? What is VLNC's revenue recognition policy? How much of the POs announced to date likely will be able to be booked in this FY? How much have you lost in the decline from $40 to $14? Do you really think any of the above questions are not worth knowing the answers to? One last question to you: Why do you continue to respond at all with the dull tone you show and reveal your ignorance?

To: john t. brice who wrote (19694)	5/14/2000 8:16:00 PM
From: MGV	Read Replies (1) \| Respond to of 27311

Take your pick. And Try to learn from your mistakes. Next time, keep your mouth shut. VLNC loses 63% VISX gains 24% - both over last 50 trading days. Relative return plus 87% for VISX siliconinvestor.com VISX returns 344% while VLNC returns almost 76% over 8 years. Relative return plus 268% for VISX siliconinvestor.com Now imagine how much better the long term returns would be by selling at an average of 37 and buying 3/4 back at an average of just under 19?