Yes, quite the story, the vli.v thing, eh ... it must indeed be a very special tape ... it'll be interesting to hear SZ's side of the story, if he has one and sticks his head up long enough to tell it ... there may be technology of value in the company, but they've sure lost credibility through this misrepresentation, and that'll be hard to regain in this market .... back to survival basics - computation of net cash on hand divided by burn rate and then multiplied by a factor that reflects market assessment of the competence of current management
We're going to have to be careful with technology in general over the next years, imho ... confidence doesn't spring back into full bloom right away, that's just not human nature ... companies are going to have to make money to get rewarded by the market, fewer of the development stage projects will fly, and then not nearly as far as they would have in the bubble ..... same as in the resource juniors sector, they got overinvestment in the '93-'96 period and when the air came out they got squished flat, had to endure the purgatory of underinvestment, in which stage they remain to this day ... just about ready to come out of that stage now, imho, as each day brings us closer to a confirmation of the coming commodities bull
Technology, what a wonderful thing, especially communications - yesterday i get left alone with my wife's car, and she doesn't tell me where she packed away her cel phone, i root around for a while, can't find it, getting irritated because Toronto close is coming right up, then bingo, the light goes on, i decide to drive around until i can park right beside a phone booth and phone the thing [at long distance charges, lol], which turned out to work well even though i got strange looks for driving up on some mall's landscaping [there should be parking reserved for the phoneless beside the booths!] and then jumping back to the car to answer the phone -g- .... bit of an anticlimax once i got through to Greenline, not much was happening, but i managed to do my friday thing of being closing best bidder on a couple of favourites
david - here's a 17.02.01 edgar from Motorola showing them with 3.22m shares of dde.v, 13.6% - sec.gov ... i haven't got to looking at their cash on hand, burn rate, revenue trend [if any], near-term prospects for revenue, stuff like that ..... tomorrow night likely ... read the whole SI thread the other day, only 137 posts, it gives a sense of background - Subject 12410
vli.v, tin.v, yey.v - ok there's three others supposedly in the 3D sector - there must be others? ... surely something on Nasdaq? ... divisions of other companies maybe .... there should be writeups by independent third parties somewhere, that discuss the approaches to the problem by the various companies ... on some SI thread somewhere, somebody knows where some are, i betcha
'$45 Billion' leading to 'brown kayak paint' .... yeah, likely, eh ... they say that relatively few of the rigs in the North Sea dump large quantities of crud in the water, but i dunno, one of my favourite places to camp is on a little island with a protected beach on a tiny natural harbour, prominent in the driftwood above it are sizable whole trees with roots on them that got there by being tossed over a rock ridge of at least fifteen metres height, and that island is somewhat protected by reefs to its southeast .... huge power in the ocean, some days ... when you see that majestic swell of ten metres, you can imagine the ferocity of the storm that generated it thousands of kilometres away ... most days you get the swell, but some days you get the storm ... Hecate Strait is famous for placing sand on the decks of fishboats, and that sand came from twenty fathoms or more .... might work out alright if every politician and every oil company executive involved commits to being tarred and feathered with the product of spills
Look at the energy in the Pacific swell, even on a calm day ... got to be an economical way to harness a portion of that, and it's infinitely renewable ... anyway, it's Saturday, nice to be back home but the señora is determined to harness the energy of this exploited campesino ..... cheers, all |