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


To: Jeff S. who wrote (22180)11/10/2000 9:52:20 AM
From: Chisy  Read Replies (2) | Respond to of 27311
 
Any idea when to expect money from Ireland as promised?



To: Jeff S. who wrote (22180)11/10/2000 10:29:34 AM
From: John Curtis  Read Replies (1) | Respond to of 27311
 
Jeff: You're exactly correct, and it's this underlying fundamental which strengthens my conviction with regard to VLNC's longer term prospects (like they weren't already strong enough, heh). And that is....there's no incentive for Telecordia to enter this arrangement if they've viewed VLNC's current technological state and found it wanting. So for Telecordia to entertain, and agree, to this strategic partnership is a signal you'd have to be deaf, dumb and blind not to see.

Meanwhile, I see the stock got caught in a bear trap this morning; probably helped by general market conditions and the short position attempting to maintain control? Ah, well, so it goes....barring a total melt-down in managements position (and/or the market, too), my long term comfort zone with VLNC is, as Mooter would say, satisfactory.

John~



To: Jeff S. who wrote (22180)11/10/2000 10:41:32 AM
From: P. Ramamoorthy  Respond to of 27311
 
Telcordia's deal is an asset sale of their intellectual property to VLNC. That is it! VLNC now owns all of their intellectual property. In today's business world, VLNC has two of the three important success factors:
(1) intellectual property ownership
(2) business model (ie., licensing technology)

All royalty revenues go to VLNC from now on, actually to VLNC's licensing subsidiary. Ram