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

To: P. Ramamoorthy who wrote (21317)	8/28/2000 10:41:14 PM
From: P. Ramamoorthy	Read Replies (1) \| Respond to of 27311

Short on Value From Barron's Aug 28, 2000 - Now that inflation fears and higher interest rates have lost their sting, the new bugaboo for the bears is declining profitability. According to the Chief Investment Officer at DLJ, there is little fear on profit front. A DLJ study going back to 1960 shows that profit growth of over 15% gives rise to market return of 10.7% while earnings gains below 5% resulted in market returns of nearly 20%. Demise of a Short Newsletter... When there is just one short newsletter left standing, is it time for the rest ...to run for the exit? This was the question some folks were asking last week, as ... Overpriced Short Service, one of only two short-selling newsletters was merging with Sort on Value, the other (newsletter). Michael Murphy, editor of OSS, says that ...it's been tough to be bearish during the roaring bull market of the past 10 years. "There's been a change in the way people are willing to value companies; people don't look at generally accepted accounting principles." Murphy, who is getting no financial consideration from the merger, ...says: "It tells you that selling short for the past many years has been the wrong place to be." Mark Hulbert, editor of the Hulbert Financial Digest, which tracks newsletter performance, concurs. Since the beginning of 1994, when he started following Short on Value, through July 31, Hulbert notes that the modeled portfolio of two bear newsletters in question have lost 27.8% a year, compared with a 19.4% annual gain for the market. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Ram

To: P. Ramamoorthy who wrote (21317)	8/29/2000 9:37:59 AM
From: John Curtis	Read Replies (1) \| Respond to of 27311

Ram: Thanks for that very informative posting on all things PDA. It matches up with what I see as the new growth area. I think the future isn't so much desk-top PC's, etc.. These have reached a point of relative saturation. All things hand-held, and/or "appliance" oriented is set to have a field day me thinks. And from what your article stated, it looks like the chip manufacturers feel so, too. John~