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Technology Stocks : Vari-L (VARL)
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To: JBruin who wrote (1967)3/10/2000 2:05:00 PM
From: RobertSheldon  Read Replies (1) of 2702
 
Yes. The article you linked is very important to VARL. NTRO is the leader in LMDS. VARL is sole source for a assembly for them. NTRO's stock has risen through the roof (including today), but VARL is nicely left at a reasonable valuation for buying. VARL will still have a few years to make a bundle off LMDS . . . but lookout . . .

I have been speaking to several folks over the last few weeks about a company profiled today by Mr. Gilder named TeraBeam. LMDS is in trouble. TeraBeam has the ability to ship data at near fiber speeds through the air (not RF) using optical lasers. Fortunately the really big broadband wireless projects underway via US Worst and WCOM/FON will be MMDS, which will still have significant advantages over this new optical technology. You folks may recall that VARL is sole source to the major MMDS providers too . . .

OH! You folks may want to make sure the wireless PROVIDERS you own will not be paying up for the coming RF auction . . . TeraBeam should make blockbuster bids nothing more than burning money. Seriously, KNOW WHAT YOU OWN.

By the way, while at QCOM this past week, Mr. Jacobs reiterated that WAP is worthless when HRD and other high speed data services are rolled out (Oh, GSM won't be able to compete here either). Once again, bandwidth rules and fancy protocals that do not extend the network (thus it is difficult for the network to do what makes a network so valuable - communicate) fail.

The market is sick - watch your portfolios closely & carefully.
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