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Technology Stocks : Vari-L (VARL)

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To: jeff greene who wrote (1244)	10/18/1999 2:10:00 AM
From: Robert Sheldon	Read Replies (2) of 2702

...With DSPC, Intel hopes to become a one-stop shop for digital cell-phone components and a supplier to the evolving Internet-appliance market Considering the above statement, could VARL become an acquisition target to any of the cellular handset/device makers? As fart as I can tell, only in two cases would a takeout make sense . . . (VARL simply earns $$$ to small to impact the top line of firms you mention - for the time being) 1) VARL's patent portfolio. This is not just the VCO stuff folks, it extends well into materials and their applications . . . 2) VARL's Opteoelectric unit. They have attracted the likes of LU and JDSU to their components . . . again, product specific reasons. With that said, I do not feel that at this time such an offer would make much sense. Wireless and Opteoelectrics are fast evolving areas that a bit of a track record needs to be laid before anyone takes a plunge. I am certain that VARL has the abilities to maintain their lead as well as introduce products in new areas (broadband products most recently - NN (Stanford Telecom) and NTRO - between these folks VARL is sole source to more than 50% of LMDS basestations). Lots to smile about, so little time to act.

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