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

To: Rashomon who wrote (7738)11/13/2000 11:18:37 AM
From: Larry Brubaker  Respond to of 30051
 
Rashomon, even if the licensing approach is wildly successful, it would seem like it will take at least a couple of years before VLNC generates significant revenue from it. If current licensees are to adopt VLNC's technology, it will take time to make the changes and ramp up production where nobody seems to have been able to do so (including VLNC). A new licensee would be presumably starting from scratch.

Nevertheless, the news of licensing agreements would probably move the stock even if significant revenue is years away.



To: Rashomon who wrote (7738)11/13/2000 11:20:46 AM
From: Zeev Hed  Read Replies (2) | Respond to of 30051
 
Rashomon, I think that your assessment make sense. However, will there be a situation where you, as a long term holder would decide that it should not be held? Or for that matter a situation where you might double up? Do you have a "valuation model" you are following, and once given milestones are achieved, you modify?

Zeev


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