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Technology Stocks : Vari-L (VARL)

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To: JBruin who wrote (2027)3/27/2000 3:17:00 PM
From: RobertSheldon  Read Replies (1) of 2702
 
*Agilent, Neopoint, LGIC and Sprectrapoint.*

This is pretty important . . . with the addition of Spectrapoint VARL now "owns" the ENTIRE market for certain LMDS component production. We should see at least two to three good years of rollout (revenue to VARL) before LMDS is overcome by other technologies.

Neopoint is a big deal also . . . they are a preferred provider for Sprint PCS customer "smartphone" (leading the way to 3G) handsets - it is starting. I can not wait to hear just what has been signed . . . could be large. neopoint.com

Agilent - I can only guess what is going on here - but I bet it has optical connotations . . . fun fun fun.

LGIC - more digital smart phones & telecom equipment . . . lgic.co.kr

My guess is that the tide for VARL is coming in. Thanks for the heads up - I forgot to look at the list. I owe you one.
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