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Technology Stocks : Vari-L (VARL)
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To: FIFO_kid2 who wrote (1034)7/9/1999 9:43:00 AM
From: Robert Sheldon  Read Replies (1) of 2702
 
*Sheldon this "capacity restraint" was published in VARL's 1st quarter report. I don't think management would lie to its shareholders-- enough said*

Not enough said.

I've personally toured the facilities and have spoken to their engineers . . . the maximum capacity for the line is as follows:

If the line is running at 80% for 8 hours a day, five days a week, it can produce 5MM components. Assuming that 20% of the time is needed for maintenance & upkeep each shift, this translates to 18.75MM components per year. But of course their engineers are confident that another 1.25MM pieces could easily be squeezed in. Finally, if the line were to run on the weekends capacity could be much higher.

I have independently verified this.

The SEC filings are generally conservative, and usually refer to one shift worth of work. It is good that the company uses conservative numbers in its filings, that way idiot attorneys would have a tough time filing a class action suit should the company ever stumble – in other words management can not be accused of too much cheerleading.

Conservative filings are becoming the norm among small and microcaps, and more so in larger caps . . .

WHO KNEW THAT DELL HAS MADE MORE $$$ OVER THE LAST FIVE YEARS BY BUYING AND SELLING OPTIONS ON ITS STOCK THAN BY SELLING COMPUTERS. IS THIS EXPLAINED IN A FORWARD MANNER IN THEIR FILINGS? No it isn't. Who's SEC filings are you more comfortable with now?

Sincerely,
Robert
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