To: golden_tee who wrote (6352 ) 12/29/1998 12:33:00 AM From: Larry Brubaker Read Replies (2) | Respond to of 27311
Robert, there's your slanted view again <VBG>. My view is "we have not provided any such samples to any customers" means exactly what it says. The "slant," IMO, is to interpret this statement to mean "we have provided samples from the first, the second, and maybe the third line to customers but we haven't provided samples from the maybe the third and probably the fourth line." Panic sell or a rational response to the latest information from the company? Time will tell. And FWIW, I think the SI threads probably can have some influence over thinly-traded OTC-BB stocks, but have little influence over a stock with $100 million+ market cap like VLNC. For instance, if this thread really had an influence, why did the stock tank in the fall of '97? At the time, the line on the thread was production was on track for first quarter '98. We were all going to be rich by now. FMK was repeating Wolunchuck's $100 prediction and no one was arguing with him. At the time, there also was little or no skepticism on this thread. In spite of a high IEI (or according to Zeev's theory, probably because of it) the stock tanked. And also FWIW, we did not find out from our "inside" connections on this thread about the management team's systematic "retirements," the "goo" problem described in the April conference call, the floorless financing, or the "major redesign" of the line described in the August conference call. Somehow, our insiders knew nothing about these events, but they did consistently report that everything was fine, substantial increases in the battery specs., VLNC would be able to raise all the money they needed by borrowing (rather than selling more shares), 99% probability of contracts within weeks of October analyst visit, 99.99 percent chance of success, etc., etc.