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Technology Stocks : Vari-L (VARL)
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To: sportsman who wrote (1279)10/23/1999 5:46:00 PM
From: Robert Sheldon  Read Replies (3) of 2702
 
*I will be buying back in below 10, which after following VARL for years I'm sure I will have the chance.*

Management made it very clear that there is an imminent LMDS announcement. Who knows how large the order is, but keep in mind that VARL has sole source agreements with both NN (Stanford Telecom) and NTRO. Those two companies have in excess of 60% of the market for LMDS systems. Now is not the time to be trying to time the market.

If we have several broadband related announcements this quarter we may be off to the races. Another of my past favorites (a hold at these levels), RFMD, traded in a similar fashion (around $6-$8 for two years) until they hit a few big amplifier contracts . . . now RFMD is a $46 stock. My point is that just as RFMD was a developmental company for a while, so is VARL . . . if we start to see real contracts (like VARL has warned us are coming) the institutions will come flooding in the doors (do not forget that VARL will officially become a “small-cap” around the $18 level)

Food for thought.

P.S.

I am always curious when folks post their successes on these threads rather than their failures, and what they learned form the experience – that would be much more useful information to the many hardworking folks out there who do not have time (or the money) to make mistakes
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