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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: Teflon who wrote (924)12/8/1999 11:05:00 PM
From: pann1128  Read Replies (1) of 1817
 
Teflon,


Love to learn more on VARL....watcha got?

I kind of expected this <G>. The links I posted should give a good start.

Here's what I like:

1. Company's built up good relationships with customers and has some patents and technology to provide a good barrier to entry.

2. The only competition is in Japan. They seem to be way ahead of the competition. In short, competition is minimal.

3. Quarter over quarter growth is expected to be 30% for atleast 2 years. WOW!

4. They are playing in wireless and fiberoptics markets - two of the hottest.

What I don't like:

1. They are a component supplier, and can be at the whims of the equipment makers.

2. Their margins are lower than I would like - 10% to 12% net. But this being a component supplier and not a software or IP company, maybe that's the best you can get.

I'll keep digging.

Piyush
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