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Technology Stocks : Vari-L (VARL)
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To: Robert Sheldon who wrote (1073)7/20/1999 6:45:00 PM
From: JBruin  Read Replies (1) of 2702
 
Robert,

I'm impressed with your knowledge of VARL & it's industry. Can you please offer the devil's advocate position? I'm long but there must be some reason for caution (aside from the microcap status/market overvaluation). Theoretically speaking whenever a company/industry has very high gross margins, without tremendous barriers to entry, there should be some looming competition. Right? I personally would use the Porter Model as a definition for competition, i.e.
1)Existence of substitute products
2)Barriers to entry
3)Availability of substitute products
4)Bargaining power of consumers
5)Bargaining power of suppliers

I've read most of your posts but was hoping for some details in this area. Thank you for your help.



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