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Technology Stocks : Vari-L (VARL)

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To: sportsman who wrote (1279)	10/24/1999 12:20:00 AM
From: akmike	Read Replies (1) of 2702

Sportsman-Don't we wish that time following a stock would give us some particular advantage in the marketplace? I don't have that much time in this investment but have observed the recent run-up/pull-back patterns before earnings and have concluded that in a micro-cap such as VARL we investors ascribe an efficient market syndrome to the investment and there simply aren't many market participants observing the phenomena and the results are very in-efficient. In the present facts and circumstances, those of us who have done our due diligence and believe that results will be x and then they are reported at 1.12x believe that these blow-out results will be capitalized in the marketplace at y and they are capitalized at .85y and we are befuddled. We certainly can't tell you when y will occur but we can express our doubt that .65y(<10) will occur in the very near future. We can express it even more confidently when we have unfilled orders in at .9y. There isn't any reason for you to believe me when I tell you this is the case but perhaps I will gain credibility with you if VARL does not trade under 10 any time soon. We are selling at 11+ on the traditional military business and the recently acquired commercial (base-station business)and the subscriber business that is coming will take us to another level well above the current price. IMHO VARL will be reporting an accelerating earnings growth for a long time to come, reflecting the timely patents acquired, automated manufacturing process initiated, and the leading edge technology owned in this rapidly growing segment of the wireless explosion. Best regards, Mike P. S. I agree with you that 30% growth is not all that great for a microcap. Keep in mind though, that VARL has achieved this with the investment in the subscriber line and the R & D thereon only so far operating at 10% of capacity. ( a capacity that can be easily expanded)

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