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


To: ikonoklast53 who wrote (24435)6/19/2001 11:11:21 AM
From: rli123  Read Replies (1) | Respond to of 27311
 
Future financing conjecture --- pure, unadulterated conjecture. Nothing more.

Not much has been discussed lately about future financing. Until we reach break-even (presumably multiple quarters into the future), it will remain a concern. While I recall from the CC that we heard that there were a few sources of funds in the wings, we really don't know too much about the details.

Coming at it from a different perspective, if I were Stephan Godevais, the second thing I'd be asking (after I felt comfortable that the technology was world-class) is about financing. If VLNC doesn't have enough money now, is financing available? I wouldn't take the job unless I knew that financing was not a problem (what high-powered tech executive would want to take a job riding a horse that's collapsing into the ground?). My bet is that Carl Berg stepped forward, put his arm around Stephan (metaphorically speaking, of course), and told Stephan "I'm behind you friend, you need money, I've got it. You just make this company into a two-figured-billion dollar company. You focus on building sales and a strong licensing base and let me take care of financing."

rli



To: ikonoklast53 who wrote (24435)6/19/2001 1:28:38 PM
From: John Curtis  Read Replies (1) | Respond to of 27311
 
Goep: Thanks for the info. Hmmmm......so now, depending on the details regarding the licensing arrangement, I'd say VLNC's longer term future continues to brighten. The only piece of "soot" I can think of is that 'ol adage about the devil being in the details. ;-)

Anyway, whatever the bottom line will be I'm in agreement with others here. It be way out there in the future. Meanwhile, trading remains subdued with little movement to speak of. Overall observations via L2 indicate not much going on. Just onesies and twosies, which to my mind bolsters my thoughts that as a thinly held stock VLNC shouldn't decline too much further (ignoring the faint possibility of a nuclear event on their, or the markets, part) since those holding positions probably won't be abandoning them.

So into the future it is more of the same. Up, down, wobble around, up, down ad nauseam. All to the Yahoo Greek chorus of "You're a....!!" "Yeah? And YOU'RE a.....!!!" Etc., etc.. If nothing else...it's entertaining.....

John~