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

To: lws who wrote (7438)	1/24/1999 1:09:00 PM
From: Dennis V.	Respond to of 27311

Thanks, lws; eloquent as always.

To: lws who wrote (7438)	1/24/1999 2:12:00 PM
From: Pallisard	Read Replies (1) \| Respond to of 27311

lws - a perceptive analysis. I would like to mail it with a short note to the editor. As Yornor suggested on Yahoo, maybe this Mr. Scholl should have stayed in "foot powder". He's obviously afflicted with "hoof in mouth" disease.

To: lws who wrote (7438)	1/24/1999 10:15:00 PM
From: jean1057	Read Replies (1) \| Respond to of 27311

thanks for your good analyses of the article in Barrons...I agree wholeheartedly ...I got the feeling that the author was particular bias against Valance (what reason??) , especially the comment of LD having diversified his business to sweet potato farming...looked to me absolutely out of place and a personal "vendetta".......again another unprofessional article....in a usually pretty good weekly business publication....

To: lws who wrote (7438)	1/26/1999
From: MGV	Read Replies (2) \| 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? lws?