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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zakrosian who wrote (2799)	6/27/2000 10:10:00 AM
From: Zeev Hed	Read Replies (5) \| Respond to of 30051

Zakrosian, well, I did not read that specific criticism, it must have come from Johnson which is on "Ignore". If management cannot convey its strategic plan to investors without investors badgering them constantly, that management is in trouble. I do not think that VLNC's management is in that position. Their plans seems quite clear, they have bet more than $150 MM in OPM to become a major element in the portable rechargeable batteries business. Now we wait and see if the bet will work or not. For a devoted long term investor, it is a futile exercise to badger management for bits of information not available to the wide public reading the public pronouncements of management and reading their intentions through the company balance sheet and income statement. Zeev