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

To: Gary Walker who wrote (1128)	7/30/1999 12:20:00 PM
From: Robert Sheldon	Read Replies (1) \| Respond to of 2702

* Sure, there's the exception, but the average small cap hasn't kept up.* The average small cap has not participated in the P/E and the other ratio expansion we have witnessed. For the returns of the past 10 years to continue we would be looking at 50 P/E multiples on average just a few years out. OOOOPS! I got off topic. Do you know the management team? How do they rate? I have personally met with management on several occasions and have found them to be a solid group of individuals. Their achievements have been many but foremost on my list is removing the entrenched Japanese companies form the base station market in a few short years. With that sort of prowess, I find it easy to believe that as long as the technology is there (it is) VARL will prosper in the handset markets.