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

To: Pallisard who wrote (11522)	5/29/1999 8:45:00 AM
From: Zeev Hed	Read Replies (2) \| Respond to of 27311

Pallisard, you are right that some companies can burst on the scene and grow at fantastic rates from almost nowhere(QCOM, RMBS are recent companies that due to a very strong IP, or even a strong "business model" could achieve that, QCOM "has arrived" while RMBS is still on the "threshold", and you can add to that some of the internuts like AMZN), but the key to such an achievement is that the IP or the business plan be supported by excellent capitalization. When it is not, you end up with failures like Iridium recently, or TRKN last year, that attempted to go from $10 MM to $100 MM plus in sales without the proper financing and at the wrong time. VLNC has the same potential and if they can manage to get a secondary for $50 MM or so in the mid teens, and the competition has not managed to establish a foothold, they'll do fine. Time will tell. Zeev

To: Pallisard who wrote (11522)	5/29/1999 10:13:00 AM
From: John Curtis	Respond to of 27311

Pallisard: Everywhere I turn these days more, and more articles are being devoted to this thing called Wireless. Most "experts" think wireless connectivity will be to the next decade what the PC has been to the '90's. And given what I've seen unfold from a data/voice/telecommunications standpoint, they could very well be right. But a poster on another thread got me thinking about this "sale" to their joint partnership in South Korea. I started thinking about the strategy of it all. First, I gotta admit I'd like to see an OEM p.o. or two, or three, or four... ;-) And I think it's reasonable to assume those will be forthcoming sooner than later(imho). Yet this wasn't announced. An "internal" sales was. Hmmmmmmm......well......if you think about it, it makes tactical sense to insure yer joint partnerships survival by getting to them, FIRST, the vital components which are needed. Particularly when your partnership is growing in the very part of the planet known for its aggressive electronics manufacturing competitiveness. Additionally, to have the South Korean partnership ready to go in a time-frame similar to N.I.'s has just got to have good, strategic value, eh? So tactically speaking, this first "sale" makes imminent sense, even if the market ain't exactly impressed. Of course this is merely my opinion. I could be wrong. Now....about those OEM p.o.'s..... Regards! John~ Ohh, everyone have a nice Memorial Holiday. Watch out for the 'ol sunburn!!