Vari-L (VARL) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Vari-L (VARL)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: ralessipvh who wrote (1939)	2/22/2000 3:06:00 PM
From: Robert Sheldon	Read Replies (2) of 2702

2) With Nokia, Ericcson, MOT all customers in the commercial infrastructure market and the growing need for cellular products, VARL is obviously trying to target a small % of the wireless handset market. Who is making all the handset VCOs now that VARL is competing w/ and won't it be hard for VARL to lock up contracts given their top capacity is @ 8-10 million units /year ??? Huh? With a projected 600 million wireless Internet handsets by 2003, that area will be the single largest handset segment - not a "small %" area as you assume. As I have said umpteen times, VARL makes very high quality VCO's that are useful for this particular target market. The folks supplying the low end VCO's are currently either internal (within a company) or are the two Japanese firms often mentioned on this thread. The low end stuff is also low margin, hardly an area we want VARL selling into. As 3G moves nearer, VARL will start to get very large VCO orders due to their superior technology. Just look at MOT . . . they used to make their own VCO's than cut that division out and sold it to its managers . . . all because VARL kept winning the high quality from MOT.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next