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

To: Dennis V. who wrote (9009)	3/7/1999 10:47:00 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 27311

Dennis, I see very little useful information in those posts that attempt in vain to unveil the motives of either the yeys or the nays. Frankly, for some of these posters I simply use the NEXT engine. Comparative analysis of different companies, their technologies their financial strength are on the other hand valuable, even if these cannot be completely accurate. Attempt at better understanding technological differences between the various approaches is also a useful subject of interlocutation. Even analysis of insider's investment (both sales and acquisition) are quite legitimate, but personalities characterization and excoriation detracts from the value of this thread. Carl Berg's investment is one of the more positive facts in the saga of VLNC but it should be weighed in conjunction with many other parameters or you end up following an investor (Berg) without understanding his broader motives. I can bring many example where big money was wrong in specific issues (ML still has a big investment in Borland at $13 the stock has been at $5 for a long time, B&S had a huge investment in CTYS which went completely down the drain), but unless you view their balanced portofolio and the place such speculative investments play in their overall strategy, it is difficult to justify being in or out of a specific stock just on the basis of Berg's investment. Zeev