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

To: Zeev Hed who wrote (7680)	11/11/2000 8:07:28 AM
From: gancho	Read Replies (1) \| Respond to of 30051

zeev, having trouble sleeping? after yourpost i listened to the holy conference calls one form thursday and one from friday,dis you listen to boht? it looks like the holy stockis in such a powerfulposition adn time will tell. i guess you didn't hear from fridays call that carl berg was ready to step up and give holy more monet,

To: Zeev Hed who wrote (7680)	11/11/2000 12:39:27 PM
From: Mark Johnson	Respond to of 30051

You know Zeev you use words like "I still consider" and "as I expected" as if you new what you are talking about....I spoke to one Valence shareholder who talked to you more than a year ago about the Li/Poly processes. After speaking with you, this Valence shareholder was left with the impression that you hadn't done any research, was not familiar with, and really quite ignorant of the Li/Poly technology. You actually left him with the impression you rather enjoyed listening to yourself speak rather than make a phone call to the company to clarify questions.... I think that intentional ignorance is really a shame..... You state in your post that " the holy still has, as I expected, major yield problems"......Now I listened to both CC and I never heard the words "major yield problems"....but I did hear that on the film processes that yields were 97%.....and I also heard Lev say that Carl Berg was ready to help finance the company if needed...how predictable you forgot that Berg is a board member and happens to be a billionaire....my impression of Berg from the shareholders meetings is that he considers Valence an important endeavor..... You did say a few positive things in your post but the subtle malicious tone you project gives me cause to correct and reveal your agenda when necessary.... Your Friend, Mark

To: Zeev Hed who wrote (7680)	11/11/2000 1:17:27 PM
From: Larry Brubaker	Read Replies (1) \| Respond to of 30051

Yeah Zeev, I was thinking RMBS when I listened to the call. Unfortunately, the holey one doesn't have an INTC pushing OEM's to adopt their product. Will be quite interesting to watch, but I'd guess they will still need to demonstrate profitable, high volume production if they are going to have much success licensing. Or maybe if they can't make a profit making their own batteries, they can sue everybody else who has figured out to make batteries profitably:-)