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Technology Stocks : Vari-L (VARL)
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To: JBruin who wrote (2469)8/12/2000 7:49:59 AM
From: Bosco   of 2702
 
Hi J - but there is a big difference between ANCR and VARL. The former's collapse was due in part to toxic debt. Its recovery is b/c it got out of the toxic debt. Fundamentally, it is a real alternative to Brocade Comm [?] [I own QLGC, btw] As for VARL, I think there won't be a takeover play until the legal situation is settled. The plus is that the *new mgt* team is more inclined to engineer a sale of the co after the clean up the mess.

best, Bosco
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