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

To: kolo55 who wrote (3709)	8/13/1998 3:36:00 PM
From: MGV	Read Replies (2) \| Respond to of 27311

Thanks Paul for your sympathy but I accept it with as much graciousness as with which it was given. As long as you mention your sell price, I sold at 28 3/4. Also, you are wrong about earnings. They have a black bottom line and a strong balance sheet. Those are two attributes that remove stocks from the wildly speculative category. And as long as you mention it, Kight is calling for .12 to .16 per share profit in spite of continuing large capital ex. And finally, since you mentioned it, the subscriber growth issue has everything to do with the internal issues in the banking industry (Y2k, massive consolidation) and very little regarding evidence you cite concerning MSFDC. CKFR has a 99% retention rate and have contracts ith 9 out of the top 10 banks and 40 out of the top 50. If you want to discuss this seriously, you are invited to do it. For your own sake, I hope you are more careful in studying your own investments. One more thing, given the market risk right now, I think CKFR is going lower. If it does, I'll buy it again because, as you pointed out, it is a great (and very functional) service.

To: kolo55 who wrote (3709)	8/13/1998 4:36:00 PM
From: MGV	Read Replies (2) \| Respond to of 27311

I noticed CheckFree was one of your favorites listed in your personal profile Any others you care to evaluate? Why spend time on people's personal information? Sorry for your recent losses on that stock. It has been clear for some time that you presume way too much, way too frequently. Now you should back up your toothless statements about CKFR. If your argument has teeth, show them. In the mean time, the quote below shows that VLNC closed at 4 3/8. Down 50% this year? You better hope not.

To: kolo55 who wrote (3709)	1/25/1999 11:16:00 PM
From: MGV	Read Replies (1) \| Respond to of 27311

Checkfree, recall that paul klemencic criticized this recommendation in August. It has moved from 6 to 37 as VLNC takes on water. klemencic had this to say: "CEO Peter Kight's negative outlook for next year surprised me, and indicates that Microsoft's impending foray is impacting pricing and subscriber growth forecasts." In addition to mischaracterizing Kight's message and CKFR's position, he didn't know enough about the company's competitive position to keep from showing his ignorance regarding the MSFT statement. CKFR is one small cap example, AWRE is another, VISX is another. Look at EMC, SLR, and WCOM for large cap examples with less risk and commensurately less appreciation. All of these companies offered decent visibility and strong fundamentals on every point listed in the post a few numbers back enumerating VLNC's problems. Why do you punish yourselves with VLNC?