Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Larry Brubaker who wrote (9831)	3/25/1999 10:13:00 PM
From: Mark Johnson	Read Replies (2) \| Respond to of 27311

Gee I just wissh they would tell me the truth..... <<< I simply wish the filings were accurate, so that I can make the most informed choice as to whether to invest or not. If they are sending out commercial samples, I wish they would say so.>> Poor Larry..Lev treating you badly...Zeev scolding you???Can't make up your little mind...Stuck with the (VBG's). Larry seriously I think you better look a little harder at that 10Q I found some interesting tidbits that point to Worldwide Domination of The Lithium Polymer Rechargeable Battery Market. Just have to read between the lines...But you need to be hit over the HEAD!!

To: Larry Brubaker who wrote (9831)	3/25/1999 10:43:00 PM
From: Ray	Respond to of 27311

Larry: "I simply wish the filings were accurate, so that I can make the most informed choice as to whether to invest or not." Yes, I wish so too. However, there is a BIG difference between being accurate and being informative - particularly fully informative. I admit to being inexperienced in investing, but what I have seen so far of various SEC required documents is that they are so centered around legally covering a company's ass that they are usually lousy venues for providing the clear and balanced picture that an investor needs.

To: Larry Brubaker who wrote (9831)	3/25/1999 11:15:00 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 27311

Larry, there are a number of relatively bullish signals, including bouncing from the 200 days moving average, a minor improvement on the OBV and few others, but there are still a lot of negatives as well. The most negative element is that the Altman Z factor is negative, and that is a dangerous situation, which characterizes company on the verge of failure. I think that if VLNC can be turned around without massive dilution of the current holders, there will be ample time to jump on board. I am staying on the sideline in absence of proof that a major PO is in and that indeed VLNC can deliver on such a PO without a hitch. As for the SEC filings, of course they must describe the worst case, but in VLNC experience, so far, the worst case has been the CASE. It seems that Murphy laws is applying to them fully, if anything can go wrong it will. I believe they erred strategically in trying to get their initial production "designed" into the boxes. They were offered small order for "attachements" type and according to this thread they turned these down, but these are exactky the kind of order that build confidence in the client base that the product is valid. If I was a CPQ or an IBM, I would not commit my top line of portable to a new technology that has not been tried for some length of time in the field, and cetrtainly will not do that on the basis of a single source supplier if I had any choice. I think that the lack of order may not be VLNC ability or lack thereof to produce, but unwillingness of customers to commit to a new untried technology. Zeev