I don�t know what prompted your admission (SI msg
# 8189) that you previously posted as HellQat on
the SI during December and January, but I find this
very disconcerting. I bring this up because I
specifically raised this issue with you in my Yahoo msg # 9019
dated 9 Feb. I stated that what "I don�t understand is
how you found time to make such copious and detailed
notes during the video..". I further asked "Do you have
other sources? ", and concluded "I don�t recall seeing
your postings on SI", so "Who are you?"
now appears to be a less than honest answer, you
stated in your SI #9025 message that "I just write fast"
and "it helps me remember and fill in the blanks,
later. I sat in the front row and took notes. Glad that
�add� was there, he filled in a lot of blanks later.."
You never mentioned posting under the HellQat
signature. You just "appeared", much like the shorts do on
the Yahoo/SI threads.
Although my response #
9026 was general in nature, I quietly wondered how you
could have noted and absorbed all of the information
that you subsequently put forth in those very detailed
technical Yahoo and SI messages. Really, how did you look
at the video and write at the same time?
question again is "Who are you?", and now, where do you
get your information from? Do you have inside sources
that provided you with all of the technical data
disclosed in the video? Can you be trusted to be whom you
present yourself to be, or are you here to fill in the
gaps with information that VLNC did not or cannot
I hope your mission is not to be a shill for VLNC;
on the other hand, I hope that your mission is not
to gradually "drift" into negative territory and
undercut the value of our investments.
find it hard to believe that you could put forth all
of the details you have on the AM on the basis of
"notes" and fill in by "add" and still watch the
I bring this issue up because I believe
clarification is warranted.
According to that post, "nowaynohow" = "larry brubaker" = dkctx.
According to current posters, "nowaynohow" = "joltenjosephine" = "John Petersen" = any other human or alias not bullish on VLNC.
Normally, its impossible for me to prove a negative (i.e., that I am not any of these other aliases) so I don't even bother trying. However whitedoctor's post reminded me that the dkctx alias stopped posting years ago after VLNC's crack legal team went after him for posting something that said something along the lines that VLNC is a scam. Since VLNC's crack legal team went to all the trouble to track down the dkctx alias and threaten that alias into posting an apology and stop posting, they certainly would have also found out any other aliases the person behind the dkctx alias was using and those aliases would have also stopped posting. I'm still posting, so clearly "nowaynohow" is not "dkctx." Nor, of course, am I any of the other of the dozens of aliases the Boiler Room claims.
I always find it amusing when the Boiler Room claims I am all these other aliases. And I appreciate the whitedoctor alias for reminding me of dkctx and demonstrating how stupid these "nowaynohow = ...." claims have always been. ROFL!!!!!
curious obsession of mr. brubaker 23-Apr-00 01:40 pm
Larry Brubaker, who posts on this thread as
'nowaynohow', is admittedly short the stock.
obsession has intensified in recent weeks, as indicated by
his spamming of the thread, at all hours of the day
Most curious is the
near-simultaneous posting between himself and his 'alter ego' alias
'dkctx', at 3:34 and 3:51 AM EST (just this morning).
Larry tries hard to separate the nature of the
commentary when he posts under these two aliases, but at
that hour of the morning he has a greater tendency to
slip up. Many is the time we've seen nearly identical
wording, phrases, and agenda, appearing in close time
frames from these aliases.
Draw your own
conclusions... and beware of shorts bearing 'gifts' of
voluminous posts... !
Hi, Larry. Did you sleep well? Worry knot
starting to tighten? If you cover, maybe you'll be able to
Yes, VLNC went from concept to
commercial production on the Qualcomm/G* cell design in
about 4 months. Do I have to post the links for you
again to show you 1) they have the PO and 2) they
shipped commercial product to it.
Yes, VLNC has
passed the Qualcomm test. Why bring up ULBI and the
early 90's? We are talking about Valence in the here
and now. You should have been listening when Lev
assured investors he would not announce any PO's until
the OEM qual'ed the product, to avoid a repeat of the
mid-90's Motorola debacle. This was very key.
VLNC capability should easily be at $80M run-rate by
now, given timeframes set out in past CC's and
progress reviewed at the SM.
Sorry for you all this
is not explicitly spelled out in the CYA SEC
filings. (Maybe we can ask the company to put in a special
"Larry page" just for you.) This is a company that has
been transitioning from R&D to commercial mass
production. By the time you see it in the balance sheet, you
will be too late. Snooze and lose on that.
<<Valence made a diving catch in the end
zone, going from concept to commercial production in
about 4 months.>>
Huh? What? 4 months?
VLNC has been trying to commercialize a product for
nearly a decade. And you are using the past tense here,
as if they are in commercial production. Which
ignores the statement by VLNC in its official SEC filings
that "no significant revenue is expected until AT
LEAST the latter half of 2000." Most companies I know
that are in commercial production expect to get paid
for that production.
<<If a company
transitioning from R&D to commercial mass production is able to
meet the exacting standards for quality, reliability
and manufacturability at a company like Qualcomm, I
would have to consider that a
Uh, lipo, if that is your standard for success, then
ULBI was a success a few years ago when they had a
purchase order from Toshiba for their battery. Or VLNC was
a success in the early 90's when they had a $100
million order from MOT.
run-rate of $80M today will not look so "high" in contrast
to $250M a year or so from now.>>
you are interpreting "VERY LIMITED amount of product
for sale as having the capability for an $80 million
run rate? LOL!
So now it is Kyocera and an $80M runrate. You
better be careful calling that your proof. You either
have inside info, or you are lying. Neither one of
those comments << is public knowledge available
from PR's, IR, CC's and SM's.>>
would classify success as revenue, not orders. I think
most rational investors would as well.
your EPS estimate, are you going to take my bet? You
don't have much to lose, most shorts already know you
have very little understanding of finance.
Apologies in advance to the thread for having to
post this redundant information for Monte's
There is much anecdotal evidence Valence has turned the
corner on high-volume commercial
Valence announced their first PO in Nov/99, which they
got after TnB/HET was having trouble delivering to
Qualcomm/G*. We know Lev would not announce the PO before the
OEM had fully qual'ed the product, so that speaks
volumes to the efficacy of the product and manufacturing
process. Valence made a diving catch in the end zone,
going from concept to commercial production in about 4
PO #2 is for a European cell phone application, 1.5
million cells over several months. The company is
following their stated strategy not to commit too much
capacity to a single customer.
PO #3 is for
Kyocera, a direct result of success with PO #1. Even
though Qualcomm spun off their handset division to
Kyocera, the new owners set up shop in San Diego and are
keeping many of the same suppliers.
PO #4 is from
the same OEM as PO #1 (Qualcomm) for the HDR phone
currently in development.
If a company transitioning
from R&D to commercial mass production is able to meet
the exacting standards for quality, reliability and
manufacturability at a company like Qualcomm, I would have to
consider that a success. 8^)
As the company ramps
up production, the term "high-volume" can be
somewhat relative. An annual run-rate of $80M today will
not look so "high" in contrast to $250M a year or so
All of the above is public knowledge
available from PR's, IR, CC's and SM's.
I cannot drop a pallet of batteries on your head.
Maybe some others around here would like to?
With samples out to over 50 OEM's for trial in over
100 applications, the odds of more orders coming in
are very high IMHO. It's comforting to know you and
all the rest of the naked shorts have to keep at
least one eye on the exit door just in case the "big
one" comes in. You'll be searching for your eyeballs
on the other side of the room if you get caught by
that spike. LOL!
That deep,dark sense of loneliness and despair
that I have been experiencing has now been relieved!
Mark Visnic has resumed posting on the Silicon
Investor! I wonder how many of these new bashers on the
Yahoo boards are Visnic in disguise?
The Nowaynohow ID is a team of shorts operating
here and on Silicon Investor under the Larry Brubaker
ID. Selling stock because you've lost confidence in
the company is a natural market force. Selling stock
you don't own to depress a company's share price is
an artificially, destructive act to profit directly
at other people's expense. IMO