Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dutch who wrote (1133)	7/30/1999 1:09:00 PM
From: Robert Sheldon	Read Replies (1) \| Respond to of 2702

Does 20,000,000 units represent the 75% of projected market potential and if so in what year? Again, please excuse me, I am exhausted from some research projects this past week . . . I am not sure what you mean by 20,000,000 units representing 75% projected market potential . . . BUT . . . I posted a simple math exercise some time ago that showed that demand for handsets in the next twelve months would be somewhere around 250,000,000. NOK alone will probably have 37% of this (QCOM will soon overtake NOK's market share . . . lets say by 2003 at the latest). 37% works out to 92.5MM handsets, or a need for 185MM VCOs. Just 10% of these VCOs needed by NOK would double VARLs GROSS revenues at a price of ~$1.5 per VCO (VARL is now a preferred provider for NOK). The bottom line to the company will of course more than double due to VARLs operating leverage.