Vari-L (VARL) Message Board

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Technology Stocks : Vari-L (VARL)

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To: John J. Riley who wrote (2198)	5/16/2000 12:21:00 PM
From: RobertSheldon	Read Replies (1) of 2702

My point about the effect of dilution taking more than a quarter to work out is this: When you have the dilution that we have seen (sudden and a lot), the comps (year over year) will show the dilution effect for four quarters (four quarters need to be reported in order to get a reasonable comparison). Regarding dead money, I will say that I got a lot of heat for buying financials over the last three months, and guess what? Those ideas are up 20% plus (look at CCR today). My point is that no one really knows when a stock will move for sure (althought folks sure seem to think so!). The idea is to buy businesses at a discount to their value (thus a purchase of financials). VARL easily could get back on the race track with just a few things happening. As always, I do not want to be out of this stock.

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