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

To: JBruin who wrote (1299)	11/1/1999 1:16:00 AM
From: akmike	Respond to of 2702

JBruin-Personally, I favor growth, but perceive value where I expect a situation with good historical growth to be entering a phase of accelerating growth. I've long ago given up on the market matching my expectations as far as timing goes. When the acceleration in growth becomes history, I am confident that it will be recognized by the market. As I expect the acceleration to last quite awhile, I'm not anxious for the market to recognize it prematurely. Best regards, Mike

To: JBruin who wrote (1299)	11/2/1999 5:57:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 2702

Clearly, VARL is singing the small cap blues. When you can buy a major company with billions in sales and see it double in 6 months, why should you take a risk on VARL? They must prove themselves more than big cap. Any mistakes and they are toast and liquidity will make it impossible to get out. It's an old story. If, they can get some media momentum behind them, it would be another story. Clearly, chips for cell phones are going to be sought after investments, but VARL is so small it's hard to find. Regards, Mark PS I put some in my 4 year-old daughters account. Hope it sends here to college.