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Technology Stocks : The Panda Project (PNDA) -- Ignore unavailable to you. Want to Upgrade?

To: the man who wrote (965)	3/3/1998 3:04:00 PM
From: Rubber Man	Respond to of 1521

Let me try to respond to your comments, as much as you've tried to ignore me. 1) Heat removal- look at an air conditioner. Liquid in that case is used to relocate energy from the source to the sink. Since VSPA is not a liquid or a mechanical device like a fan, the heat cannot travel great distance away from the source (laptop). This leaves only the possibility that the heat is made to dissipate slowly, and in the process takes longer to get rid of. This of course is not desirable, as hot components (especially in electronics) is what the problem is in the first place. If you've ever had a laptop on your lap, you'll know that if the thing got any hotter it'll never sell. Therefore if VSPA remove heat any faster than conventional methods, it'll render the product useless. Intel went the other route- they lowered the energy consumption (of the chip itself, not the package) and therefore lowered the heat-removal demand overall. 2) They're making new laptops the same as always- waiting for Intel to release lower energy consumption chips, and THEN use those rather than the energy hog desktop versions. They are using pretty much the same technology as always. In fact, the sole technology that's getting better right now (in terms of a cooler laptop) is the batteries. 3) PNDA got financing to pay back loans and to continue operations. It isn't good for any companies to borrow money in this regard. Most use new cash for growth and acquisitions, and some have been very successful at that. If you're suggesting that PNDA's financing is used for growth, ask yourself- why did they let their employees go? 4) Great products doesn't mean it's guaranteed to sell. It just makes the salesman's job a lot easier (of course, I suppose if you're really good, you can sell anything). In fact, looking at the computing world shows us exactly how false that statement is (Windows a prime example).

To: the man who wrote (965)	3/3/1998 3:08:00 PM
From: Mitchell Ryan	Respond to of 1521

<<See now go do a little research on VSPA and you will know how the heat is removed.>> I have done research, and I can honestly say, I haven't found the answer to my question. I was hoping one of the PNDA longs could respond intelligently to the question. << So how are they making these new laptops? Can't do it with existing technology now can they.>> Again, you tell me. Toshiba, Compaq, Dell, etc., etc., etc., seem to be doing just fine without Panda's technology. Until you can convince me otherwise with FACTS, Panda's technology is: 1. A commodity semiconductor package. 2. A commodity connector. 3. A commodity PC. << PNDA got 10 Mill. in financing. Gee not bad for a company with a useless product.>> If Panda's technology is so great, then why only $10M from a bunch of funds that specialize in distressed investing? $70M+ spent redesigning commodity products does not seem like a sound business plan to me, but then again, no one ever said Panda had a plan. Ryan

To: the man who wrote (965)	3/4/1998 1:19:00 PM
From: Mitchell Ryan	Read Replies (1) \| Respond to of 1521

<<Gee not bad for a company with a useless product.>> No one ever said that Panda was a company with "a useless product". It is a company with many useless products. Speaking of useless products, where are all the sales for the 516 VPSA M multi-chip package? The 11/18/97 press release said production quantities early Q1'98. Can't find any customers? Yet another solution without a problem? Hmmmm, makes you wonder, eh? What about VSPA te with the unique "biplane heatsink"? Any customers? Hmmmm? Bet you won't answer this message either! Ryan