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Technology Stocks : AONE: A123 Systems -- Ignore unavailable to you. Want to Upgrade?

To: waitwatchwander who wrote (23)	4/18/2011 1:33:15 PM
From: Peter Sherman	Read Replies (1) \| Respond to of 44

It all depends on the VC and PE folks. Do you know who they were? GS usually has very very strong analysts in tech so I figure their asset management folks will be buying for their clients. I traded several times at the IPO and did fine. I always figure that after the IPO hoopla, new issues trade down. I am contemplating getting back in at these levels. It seems to me that GS wouldn't put out a buy if they thought AONE wasn't going to survive. I've been bored since March of 2009 and have only been buying DIAmonds and SPYders. Thanx. Peter

To: waitwatchwander who wrote (23)	4/25/2011 9:30:14 PM
From: John Vosilla	Respond to of 44

'I figure they need $500m in revenue before the pump gets primed. It could well trade in a range of $4 to $7 until final funding matters are revealed' Worth watching in coming quarters. There is a point where economy of scale kicks in and incremental sales actually go to the bottom line...For now though costs of goods sold exceed sales on a $100M annual sales rate based on available financials is not a good sign..They need 15% operating margins on $500M sales just to cover fixed costs...Probably a grand slam home run or bust here looking out five years...