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Technology Stocks : Vari-L (VARL)

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To: Robert Sheldon who wrote (953)5/5/1999 5:03:00 PM
From: J Stone  Read Replies (2) of 2702
 
Welcome back. Just a clarification to you post 220,000,000 cell phones produces demand for 440,000,000 VCOs not 440,000. What I like best about the future picture is the way phone companies and consumers treat cell phones... they're throw aways or give aways. Every year or 2 you negotiate a new phone deal and get a new phone. So when people are looking at the percentage of the population using cell phones and related growth projections, it under-estimates the demand for VCOs as existing users will require more VCOs when they upgrade phones.

FWIW

Jeff
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