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


To: J Stone who wrote (1096)7/22/1999 11:28:00 AM
From: pat mudge  Read Replies (1) | Respond to of 2702
 
Jeff --

Excellent summary of CC. I also noted their strength in China, a market that's barely been tapped.

I'll be attending phone.com's conference in San Jose next week and should have a better understanding of the hand-set market when it's over. A friend whose VC fund was an early investor told me the market is even larger than they originally thought.

VARL needs institutional coverage and with their fiscal conservatism they haven't needed these banks --- a liability when it comes to being followed.

Even so, it sounded as though they'll get new coverage.

Pat