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

To: pat mudge who wrote (1199)	9/15/1999 11:28:00 AM
From: Robert Sheldon	Read Replies (1) \| Respond to of 2702

Will this impact VARL? "FCC Expected To Relax Wireless Airwave Cap" Yes. 1)We will probably see fewer players due to consolidation or at least partnering of spectrum rights. This probably will mean that fewer little guys (don't tell the FCC I said this - it's what they are afraid of) will look to keep costs down by providing a service less than perfect resulting from saving $$$ on lower quality equipment. VARL has a track record of selling to larger OEMs that will handle the infrastructure equipment contracts of companies consolidating and building out networks. 2) Notice the reference to Internet and data. As I mentioned earlier today, any applications opening up spectrum (current small guys are having a hard time with funding and/or build-outs - so the spectrum is not being used at all) applications will benefit VARL and allow for demonstration of the superiority of their product. 3) I mentioned some facts that I had to check yesterday . . . they relate to Internet and data applications . . . when I verify my research, I'll post it.