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


To: Johnny Canuck who wrote (1426)11/23/1999 1:58:00 PM
From: Johnny Canuck  Respond to of 2702
 
VARL customer list:

Vari-L serves a diverse customer base comprised of some of the world's leading technology companies, including
Adaptive Broadband, Ericsson, Harris, Hughes, IBM, Lockheed Martin, Lucent Technologies, Mitsubishi, Motorola, NEC,
Nokia, Northrop Grumman, Raytheon, Samsung, Siemens, Stanford Telecom and Wireless Access.



To: Johnny Canuck who wrote (1426)11/23/1999 2:02:00 PM
From: pat mudge  Read Replies (1) | Respond to of 2702
 
From CC notes: MOT and ERICY are both 10%. Regarding orders, "RFPs . . . 10 in various stages. . . a lot came in late in 2Q, some no response, some are now orders, and some are being evaluated. . . eight are still out there. . . expect to have substantial orders in Q4. . . Q4 is large booking quarter. . . Ericsson, Motorola, Nokia. . . "

Pat



To: Johnny Canuck who wrote (1426)11/23/1999 5:04:00 PM
From: Robert Sheldon  Read Replies (2) | Respond to of 2702
 
*How many greater than 10 percent customers do they have?*

MOT and NOK for sure, with ERICY being listed this report.

JDSU will probably be a 10% customer sometime late next year (optoelectic components).