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

To: Zeev Hed who wrote (20075)	6/14/2000 2:16:00 PM
From: Pallisard	Read Replies (1) \| Respond to of 27311

Absolutely wrong, Zeev. Lev has said unequivocally many times that the quality and dependability of the battery is his foremost consideration, and you know it. If their philosophy had been "damn the torpedoes..." Valence would be putting out volumes of PR to enhance their image. Your deliberate "mis-analysis" only convinces me more that your other statements about your alleged trades in this issue are all subtle attempts to guide the price lower, probably for the benefit some "short" friends as well. What a tangled web we weave.

To: Zeev Hed who wrote (20075)	6/14/2000 2:48:00 PM
From: John Curtis	Read Replies (1) \| Respond to of 27311

Although I agree with you that ULBI and VLNC are expressing different strategies, I don't see those strategies being manifested in the "successful promise of announcements for delivery" as opposed to a "damn the torpedoes.." approaches. ULBI appears to be targeting a particular aspect of the retail, hang on a hook "Radio Shack" concept, first with secondary approaches to OEM's. VLNC's looks to be doing the inverse, targeting particular aspects of OEM's requirements first. I can find no fault with either strategy. Indeed, based on both companies recent PR's, it's reasonable to conclude both are succeeding at their respective game plans. Sooo, as an investor/speculator, I find another key idea is the one about spreading the risk around a bit. In times past I have been in, and out, and in on ULBI. With this news perhaps a longer term "risk assessment" plan is now in order. A market sector portfolio reflecting holdings in both companies ain't necessarily a bad plan. IMHO, of course. John~

To: Zeev Hed who wrote (20075)	6/14/2000 11:07:00 PM
From: Mark Johnson	Read Replies (1) \| Respond to of 27311

<<Their approach is "walk before you run", rather than VLNC's approach "all speed ahead, damn the torpedoes". I have mentioned this difference before on this thread.>> How would you know Valence's approach.... you stated before on this thread you rarely talk to any management....."Thus, being on the other side, I rarely talk to management, it clouds my rational deliberations." Message 10399324 You deliberately post a misconstrued view on the Valence philosophy which has been discussed "to death" on this thread....How the hell can you say ulbi's approach has been walk before you run???....or have you deliberately forgotten the ulbi/Mitsubishi disaster.... You are quite the manipulator.... Shame on you!