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Technology Stocks : Vari-L (VARL) -- Ignore unavailable to you. Want to Upgrade?

To: FIFO_kid2 who wrote (1030)	7/8/1999 5:59:00 PM
From: Robert Sheldon	Read Replies (1) \| Respond to of 2702

I love this company but it will probably have a capacity restraint since their latest annual report indicated a 10 million unit capacity. "The Street" has similar capacity constraint beliefs . . . They are wrong . . . Running the line around the clock (with stops for maintenance) will allow for 18MM-20MM parts per year. They also claim that new lines are only 3-4 months from installation. That is plenty of time given the lead-time on component orders . . . that is why Nokia just approved VARL as a "preferred provider". They would not have if VARL could not handle the volume. Good Day!