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

To: Robert Sheldon who wrote (1225)	10/5/1999 2:55:00 PM
From: Dutch	Read Replies (1) \| Respond to of 2702

1/2 Point spread, MM are screwing around with us as usual. Don't sell into their games! Dutch

To: Robert Sheldon who wrote (1225)	10/8/1999 12:02:00 AM
From: JBruin	Read Replies (1) \| Respond to of 2702

Robert, Do you think its possible that there are some "production" type problems at VARL? This question is far out (a guess) but I'm trying to justify VARL's relative strength (or lack thereof). & given RFMD's recent mention of component shortages I thought that problem might be shared by VARL. Given your insight in the past it seems that demand is clearly not a problem, but its hard to imagine that we haven't hit the radar screens yet. Is there something else that could termporarily hurt eps/rev. which would account for the weakness (relatively)? Thanks