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Technology Stocks : Vari-L (VARL)

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To: Robert Sheldon who wrote (1070)	7/20/1999 6:57:00 AM
From: Labrador	Read Replies (1) of 2702

>>NOK should produce around 90 million handsets over the next twelve months. With two VCOs required for each handset, this means that NOK will have a demand for 180 million VCOs. If VARL even gets orders for just 10% (18 million VCOs) of what NOK needs that would DOUBLE gross revenues for VARL. Add to this an apparent component shortage and we could really see some earnings growth.<< Per the company's report their new automated production facilities should be able to increase production five-fold (yes x 5). So I would think that VARL should easily be able to handle increased demand. Further, recognize that VARL's gross margins are around 48%, which should show stellar bottom line growth as sales increase. ;-) I believe that the increase capacity will be fully operational by the end of next quarter, but that already the facilities are adding to production. I only wish that the company could disclose more about their order flow -- but I remember on the last conference call that they were giving quotes for many mega-orders.

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