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


To: I. N. Vester who wrote (19791)5/17/2000 7:39:00 PM
From: MGV  Respond to of 27311
 
Stasis? You sure are an emotional bundle. Are you nervous?

So you are assuming nothing, you say. "... just putting together facts ....," you call it.

You expressly assume that they didn't sell any finished product last Q but now they are running at a rate of 5*60*24*10*90. From a finished goods run rate of 0 to one of 6,500,000 in a month and a half is your express assumption.

It doesn't work that way in real life. Even with such small starting numbers, 100% sequential growth is very difficult. You are assuming multiples of that this Q in your statement. What did you say? "misleading"

Not necessarily but I wouldn't rule it out. Its either that or you need to lay down and find a doctor.



To: I. N. Vester who wrote (19791)5/17/2000 7:49:00 PM
From: MGV  Respond to of 27311
 
Oh, I understand thoroughly. That must be why you are so frantic. You are afraid others will understand too.

" ... what part of that is so hard for you to understand?"



To: I. N. Vester who wrote (19791)5/17/2000 7:53:00 PM
From: MGV  Read Replies (1) | Respond to of 27311
 
Don't forget to reconcile a mere 10% increase in inventory and falling A/R with your assumption.

Do you know why you are so easy? Because you are so emotional, frantic, sloppy.