Vari-L (VARL) Message Board

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Technology Stocks : Vari-L (VARL)

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To: Allegoria who wrote (1273)	10/22/1999 3:56:00 PM
From: Robert Sheldon	Read Replies (1) of 2702

Sorry if I sounded argumentive . . . I am just wondering how you value VARL with other potential investments... Like I look at a hockey stick. Near term (within 12 months) the company should be in the $20 range based on fundamental analysis. But the street is ignoring VARL like everything else that is less than $5BB in market cap. If this goes on much longer a venture capital fund will soil our party by buying companies such as VARL due to the incredible rate of return available and potential for it to generate $100MM per year in revenues. EMC had sales of $3.9 billion last year, up 35% from the year before. Over the last five years it has increased its cash hoard to $1.5 billion, kept its long-term debt and obligations low, grown shareholders equity and spun off increasing levels of cash from operating activities. EMC is a rare case of a large company maintaining a rapid growth and defying the law of large numbers (I am willing to wager that it would be easier for VARL to grow its top line ten fold than for EMC to do the same). Most large caps are not growing rapidly - they are rapidly coming up with new accounting gimmicks. No kidding.

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