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


To: Pronichev who wrote (6929)1/9/1999 12:28:00 PM
From: John Curtis  Read Replies (1) | Respond to of 27311
 
I think you'll find those aforementioned Asian companies, by history's reckoning, raised the human concept of reverse engineering to a fine art, particularly when it came to the electronics sector and most certainly as it applies to the patent aspects of it. Now this is not to take anything away from them, 'cause ultimately ya also got to look at how the original holders of said patents kind'a sort'a dropped the 'ol ball by not having the vision, or understanding, of how their product/patent/idea could be ultimately applied and thus gave away cheap, cheap, CHEAP to the one who knew better, eh? And I take nothing away from all the fine independently derived ideas they've executed brilliantly. Bottom line is it's a jungle out there, and the one with the vision, and executable ability, is the one who often survives.

But like that jungle, once you become a lion in it there's a certain "diminishing returns" aspect to existence. You cannot quietly tippy toe into a sector(unless you're looking waaaaaay far out on the economic/technical horizon), and you most certainly can lose that certain negotiators advantage of being relatively unknown, eg. your smaller "opponent" knows you wouldn't be talking to them if you didn't need to 'cause you're the current "master of their universe." I suspect if this "master left in turmoil" rumor is true then it was because VLNC, recognizing my aforementioned reverse-engineering comment, wasn't about to give up key patent aspects of the technology, particularly if VLNC was confident they could "make the damn thing" themselves. Either that or the Asians left because the product produced was/is inferior. Take yer pick. Of course, the above is merely my view.

And as for me it's all water under the bridge. Now I'd like to start seeing some p.o.'s, or hearing some corporate status reports please. Hey, that doesn't make me impatient, does it? ;-)

John~