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


To: Allegoria who wrote (1270)10/22/1999 1:22:00 PM
From: Robert Sheldon  Read Replies (1) | Respond to of 2702
 
*Interesting ROE analysis. It would seem that VARL's is very low - but whom compared to ...?*

The point is that ROE is accelerating. EPS growth of 20% per year is like ROE staying static at X%. When ROE is increasing, it means that management is squeezing better and better performance from each dollar of equity.

Now which would you have rather have? A static story or an improving one?