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Technology Stocks : Vari-L (VARL)

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To: pat mudge who wrote (983)	5/10/1999 5:42:00 PM
From: Robert Sheldon	Read Replies (1) of 2702

Microsoft and Nextel plan a wireless portal to work with hand-held communications devices, cellular phones and interactive pagers On the surface, it looks like Microsoft is hedging its Wireless Knowledge venture. As for the impact on VARL . . . The folks on this thread may recall that VARL is currently providing VCOs for the Acessmate II from Wireless Access (a division of Glenayre). Networks utilizing the advanced pagers are: MCI, SkyTel, Pagemart Wireless, PageNet, and Conxus. So, a logical assumption would be that Nextel may become a customer also. If I remember correctly, Nextel gets the great majority of its handsets and pagers from our friends at MOT (please correct me if I am wrong). VARL already does a lot of business with MOT. You may also recall that I pointed out that the VCO division at MOT was sold to its managers recently. I have looked upon this event favorably because VARL has been selected ahead of the MOT VCO unit in the past (even when the unit was in-house). A recent example of this is the Iridium handsets. Overall, it looks positive.

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