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

To: FMK who wrote (7840)	2/3/1999 9:45:00 PM
From: Larry Brubaker	Read Replies (3) \| Respond to of 27311

Fred, you assume VLNC's capacity is virtually unlimited (as when you projected they would produce more batteries by the end of the year than the world demand for laptops and cell phones combined) and ULBI's is fixed. We don't really know what VLNC's capacity is since they've never officially released such numbers. A few questions to ponder when you are discussing relative capacity. Isn't ULBI installing a second line in England? Doesn't ULBI actually have the money to pay for new lines while VLNC does not? Didn't Klockner file suit against VLNC because they didn't pay for the line they do have? In light of these questions, don't you think your comparisons of capacity are a bit premature?

To: FMK who wrote (7840)	2/3/1999 9:57:00 PM
From: gvander	Read Replies (1) \| Respond to of 27311

FMK, I do rank them higher in my own personal evaluation of investment appreciation potential relative to their competitors--not only on on a price basis but also on a competitive basis. (I could be right or I could be wrong--but I don't need to make literally 5,000 posts trying to convince others to by my shares) I think there is more potential apprecation in a security in which the reasons to buy it are not so apparrant. Consensus investing produces very low returns--of course because buyers already bid the stock up. I don't mind helping posters here but not the competition. Like most investors who are trying to produce outsized alphas (buffet, et al.), I don't make my rationales public let alone post my numbers on internet message boards--sort of ruins the advantage 1. to your company; and 2. in your targets used for buying and selling your position. If everyone has the same buy and sell price it becomes difficult to lock in you abnormal return. Don't you agree?