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

To: Zeev Hed who wrote (9271)	3/13/1999 6:49:00 PM
From: Rich Wolf	Read Replies (1) \| Respond to of 27311

Zeev, Yes, we thought there'd be a PO back then. According to Lev's statements to us at the SM (yes, we are more than one person, regardless of what Mr. Bill thinks!), he could've gotten a PO from someone 'as a favor,' but schedules had slipped and there was no need, because LO, Castle Creek had agreed to WAIVE all conditions, and come in with more financing. Let me give you my take, in 20-20 hindsight: Castle Creek knows that $6 per share is better than they're going to do on the open market, and has provisions written in just in case, but the reason for doing the deal is because, after doing their DD, they decided they would MAKE MONEY GOING LONG! Yeah, they might dabble in and out, like anyone else, take a little off the top here, but NOT the big time move you're suggesting. They're in for double digits, and I don't mean the 'teens. What a radical concept. disclaimer: very bullish.

To: Zeev Hed who wrote (9271)	3/13/1999 6:49:00 PM
From: John Curtis	Read Replies (1) \| Respond to of 27311

Zeev: Never had to take that stand with the bulls(or the shorts for that matter) because time has it's way of painfully confirming the obvious, eh? And I've always allowed for a certain hyperbole, including you and Larry's mind experiment with regards to C.C. which I find humorous. Humorous? Yup, nobodies offered any PROOF as to the reality of the conjectures, yet you folks seem content to drive it into the ground for what......is this the THIRD, or FOURTH time around now? HEH! So be it, as I said, it's fun to watch, and amounts to not much more than a tempest in a veeeery small pot. However, Mr. Bill's statements, though fully capable of being realized by time, require a corporately blunt response. I'm gonna go out on a limb and assume your not an "ivory tower" type of person. I'm sure you've been in business meetings where full frontal assaults(of the verbal nature) occur between factions. And all of it's allowed as long as proof can be provided. My commentary is merely my way of bringing Mr. Bill's statements to a head(if your familiar with the Mr. Bill series you'll understand that there's no pun intended by that statement). His comments are "end-game" stuff. As such it's fair to demand end-game proof pronto. No proof, no credibility, discounted and ignored from that time on as irrelevant, eh? So once again Mr. Bill. Your move, we're all waiting... John~