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Technology Stocks : Vari-L (VARL)

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To: voop who wrote (1760)	1/7/2000 10:18:00 PM
From: akmike	Read Replies (1) of 2702

I assume that VARL's margins are very good on Broadband business. Has anyone noticed how the sector has heated up in the past month or so? Newbridge (and Stanford Telecom) have reported significant wins; Adaptive Broadband continues to announce progress of significance and Netro has moved from high 20's to high 40's in a few weeks. If VARL's customers are doing this well, we should see some analyst upgrades, at least on the earnings projections, very soon, as visibility is increasing with or without guidance. It looks to me that the initial subscriber line may not get dedicated to handsets and we may be in an early expansion mode re capacity. Best regards, Mike

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