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: Robert Sheldon who wrote (1229)	10/9/1999 1:55:00 AM
From: JBruin	Respond to of 2702

Robert, Thanks for the response. After today the relative strength conclusion obviously carries less weight. I think the power of demand for a thin stock is on the verge showing itself. For the record, my point on rel. strength was more recent (like 60 days). Also I'm not sure that the Nasdaq 100 is an appropriate proxy for a microcap. I was thinking of stocks like NOKA, RFMD, MOT, ERICY, NXTL etc. eventhough they are much bigger than VARL. Thanks for your help, & I hope you're around to critique the conf. call.

To: Robert Sheldon who wrote (1229)	10/10/1999 8:41:00 PM
From: pat mudge	Respond to of 2702

Geneva focuses on mobile: telecom99news.itu.int And from the Financial Times: TELECOM 99: The future is mobile The internet and mobile telephony combined have the potential to bring about business and social change on a scale far greater than either on its own. That much is clear from the most cursory glance around the stands at Telecom 99, the giant exhibition and conference which opened in Geneva on the weekend. It is harder to predict the precise form the changes will take, but it is clear they will come quickly. In 1995, when Telecom was last staged, the liberalisation of telecoms markets in the US and Europe lay in the future. The 1996 US Telecommunications Act unleashed a ferment of merger and acquisition activity as operators sought economies of scale, geographic reach and control over the quality of networks. With the acquisition of the long-distance operator Sprint by MCI WorldCom earlier this month, consolidation in the US may have reached a plateau. The original seven Bell regional operators have been reduced to four. WorldCom has absorbed the second and third largest long-distance carriers. Attention is turning to Europe, where some argue up to 50 per cent of existing operators could be merged or acquired within a few years. Some deals, like the merger of Telia of Sweden and Telenor of Norway, may be all-European affairs. But the abortive attempt by Deutsche Telekom to seize Telecom Italia earlier this year showed how deep the differences between European carriers can run. US operators with highly valued shares may be able to take advantage of these internecine rivalries to take the lead in the consolidation of the European industry. There is considerable interest, for example, in the close relationship between AT&T, the largest US long-distance carrier, and British Telecommunications. They already have two alliances, one in fixed wire services, the other in mobile. In Geneva they were trumpeting their fixed-wire alliance, Concert, in a low key way because it has yet to be cleared by the US regulatory authorities. But some believe it is only a matter of time before AT&T assimilates BT completely. A better guide to the future, however, may be the deal at the beginning of the year when Vodafone merged with the US mobile operator AirTouch to form the world's largest mobile concern. For it is becoming increasingly clear mobile telephony will take over most of the telecoms services we take for granted today. It will also become the main tool for accessing the internet. If Telecom 99 is a guide, the future lies in mobile services and in the internet, and with carriers able to provide both these services. Europe, through its GSM initiative, remains a leader in mobile telephony. This is the future of communications. The wireline business looks like yesterday's industry.