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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Brad Davies who wrote (7684)	1/1/2001 11:05:20 PM
From: Robert Cohen	Read Replies (1) \| Respond to of 10293

Valence had an unfortunate experience with a floorless convertible several years ago. I think they learned a valuable lesson and will not go this route again. They have a 12.5 million line of credit from Carl Berg which they have not drawn down. I expect new licensing deals which will involve up front payments, new IDB funds, royalties from current "Telcordia" licensees, sales of powders and laminate, as well as PO's from PDA and laptop OEM. It is refreshing to see someone with a contrary opinion who does not feel the need to substantiate his position by resorting to half truths and lies.

To: Brad Davies who wrote (7684)	1/1/2001 11:39:10 PM
From: golden_tee	Read Replies (1) \| Respond to of 10293

Please, short VLNC. You clearly DO NOT understand this company, it's technology, or it's business plans. Care to explain why every quarter that passes represents a greater institutional holding, and a greater short position? Clearly one is right and one is wrong. The shorts have a hell of a hill to climb here! Psst. The shorts are unquestionably wrong here (and desperate), and the share price will reflect this in spades, in the coming month. Count on it. VLNC will test $20 by the end of January, IMHO. I leave you to stew in your "shorts are geniuses in a bear market" juices. Sentiment just changed... roll with it.