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

To: JBruin who wrote (1310)	11/9/1999 2:28:00 PM
From: akmike	Respond to of 2702

J-the contract with Adaptive was "exciting" as Adaptive's win with US West was for an initial Denver system and could portend much more down the trail. I think we are still under the radar of most institutions and then there is the normal pre-earnings run-up that must be consolidated. We may not come out of this range-bound state soon, but when we do, it will be hard to buy without the stock moving up sharply. Last year's Q4 was reduced by export license issues and the continuing sequential build of the past couple of quarters could have eps up nearly 50% y/y. That kind of performance will attract some attention and any announcement of subscriber contracts should blow the roof off. Best regards, Mike