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

To: Greg McDaniel who wrote (19903)	5/31/2000 5:25:00 PM
From: John Curtis	Respond to of 27311

Greg: LOL! You've got a good point there! But look at it this way....VLNC's being compared to some semi-"august" company! How's that for a silver lining? ;-) Psst...I do agree with you as my initial read of your posting was..."now how in the HELL did VLNC get put in with that grouping??" Anyway....about Gavin's "technology companies being cash rich...." All I can say is "Whaaaa???" I'd say it depends on the technology, and the company, eh? I think you'll find that, excepting those with suitable customer bases and cash flows, most every tech company is gonna be impacted, in one way or another, by the Uncle Green Sammy's increased interest rate edit. Jeeezus....correct me if I'm wrong here but interest rate jitters is one reason the tech component of the NAZ has been blowing off like 'Ol Faithful. By the way...I'm of the impression we're far from seeing Uncle Green Sammy being done with raising rates. Investor "irrational exuberance" appears to be on the verge of being over-shadowed by the Fed's "irrational fear" of inflationary bug-a-boo's. As such this means summer could get veeeery interesting. 'Course...this is only my opinion.....I could be wrong. John~

To: Greg McDaniel who wrote (19903)	5/31/2000 5:52:00 PM
From: MGV	Respond to of 27311

Strikes me as odd that VLNC would have been mentioned.. Companies that are dependent on capital markets for positive cash flow are vulnerable in rising rate environments. The cost of capital is rising. VLNC is dependent on the capital markets. It is not generating positive cash flow. Its risk has ratcheted up. The market recognizes the heightened risk. Hence, VLNC has underperformed the benchmarks. It follows that index funds and closet index funds will be reducing the weight of VLNC. Nothing new here, unless you are so starved for mention of this name that you view this mention favorably!

To: Greg McDaniel who wrote (19903)	5/31/2000 7:31:00 PM
From: Dennis V.	Read Replies (1) \| Respond to of 27311

Peculiar, as you say, Greg. Looks almost like a deliberate "plant". Was this an off the cuff remark, part of a larger discussion? Were the remarks solicited or offered out of context?

To: Greg McDaniel who wrote (19903)	6/1/2000 11:38:00 AM
From: Tricarbs	Read Replies (1) \| Respond to of 27311

FWIW, THE TRIBUNE HERALD HAD A FULL PAGE PANASONIC AD TOUTING THE IMPORTANCE OF BATTERIES FOR THE FUTURE OF WIRELESS. IT SHOWED 5 OR SO BATTERIES. THE LAST ONE PICTURED IN THE AD WAS A LIPOLY WITH IDENTICAL CONFIG TO THE VLNC PRODUCTS.I'M NOT IMPLYING IT IS A VLNC BATTERY,BUT RATHER THAT MARKET AWARENESS FOR THIS TYPE OF PRODUCT IS GROWING DAILY. STAY LONG AND STRONG