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

To: mooter775 who wrote (3000)	5/24/1998 3:39:00 PM
From: Jay Lowe	Read Replies (2) \| Respond to of 27311

What stood out in the CC for me was a very noticable quality of tonality, stress, and phrase marking in LD's comments about POs. "the focus now is on getting POs", "the critical path is customer POs" ... these phrases were repeated several times with a evocative tonality that caught my neurolinguistic attention ... if the CC had been a therapy session, I would have dropped a marker to backtrack the PO issue ... I would be guessing that there is some critical information behind these phrases ... something specific that is affecting the client emotionally in the present tense. Those kind of tonal changes don't happen unless the person has a very compelling internal experience. The timing of the tonal change (very quick ramp up and out) suggests the internal experience is a picture. So ... during the CC, LD was making a specific internal picture which caused a marked emotional response ...the picture contained information about POs, customers, and probably one or two other elements. The emotional quality of the tone was falling at peak energy (sigh down), so the emotion was probably negative ... frustration, despair ... something in that class. Note that the emotion was not sustained and only occurred as a quick transient when associated with the "PO" language. More tersely, LD was harboring an internal picture about a compelling recent experience around customers and POs. There are various possibilities: #1 a recent contact with customer #2 a recent stressful contact with a non-customer about this issue #3 a persistent or recurring personal [fear, despair] around the issue #4 ??? From other information in the call (otherwise flat affect on "customer", very similar tonal stress on "I directed the company to produce"), I hypothesize that LD is having a challenge in-house about getting the company's energies focused on the customers ... i.e., LD is having some internal challenge getting VLNC focused on the customer. So I vote for #2, with #1 an outside chance ... not enough LD calibration to comment on #3 but could easily be checked offline. From a psycho-biz standpoint, these are all pretty favorable options at this point ... they mark out a transitionary challenge has been accepted in the person's immediate experience ... i.e., LD is on top of it ... whatever it is ... if it even is ... ;-) That's it for Sunday morning first cup of coffee ... back to the pot.