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

To: Pallisard who wrote (9953)	3/28/1999 10:31:00 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 27311

Pallisard, of course people are important, in "disecting" a new business opportunity, I usually look at four main elements, starting with "customers" (a market for the product), technology (whether the business has the right technology to satisfy the customer's needs), people (whether the business has the human resources for the task and that does not count just techies and manufacturing, but marketing and management) and finally Money. The funny thing about Altman's approach is that it attempts (and statistically does so quite well), to assess all these factors from historical "numbers" on the company, since these historical numbers do reflects more or less on these four elements making a business a success. The Altman model is no panacea, however, and you cannot rely just on it (there are a lot of companies that will score well above 3 but have no growth prospects whatsoever), but one should not disregard this analysis either. It should be one of many tools in your armamentarium when attempting to determine the prospects of a company. Zeev

To: Pallisard who wrote (9953)	3/28/1999 11:50:00 AM
From: Mark Johnson	Read Replies (1) \| Respond to of 27311

Pallisard, I think Zeev's follower Razor said it best: ("Zeev intentionally doesn't call management from any company because he implicitly doesn't trust them. It's a Zeevian rule that he obeys almost without exception.") Zeev is only capable of conjuring up opinion based on myopia as a point of reference. He touts using other tools to reach a wellrounded opinion and at the same time disregards statements made by the company CEO. Is Zeev a charlatan! He pretends unscrupulously to knowledge while dismissing the real Valence potential.