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

To: JakeStraw who wrote (1487)	11/30/1999 2:12:00 PM
From: Robert Sheldon	Respond to of 2702

RS, Have you ever looked at Sawtek (SAWS)? I stick to companies that I believe have certain indisputable technological advantages (I have a thesis that breaks out three categories and 18 sub-themes). SAWS did not make it. This is not to say it is not a great company though – just not a company I want to focus on with the limited time I have on the planet. Anyway, nice to see VARL take a breather . . . allows more buying for those of us who know the story well.

To: JakeStraw who wrote (1487)	11/30/1999 2:56:00 PM
From: Robert Sheldon	Read Replies (2) \| Respond to of 2702

This question arrived via PM today . . . You mentioned the possibility of JDSU becoming a 10 % customer in 2000. I was curious about what facts/info you based that statement on. Sure thing . . . I will also post this to the thread since I believe in sharing information. So far this year optoelectric revenue has accounted for roughly $1.22MM of the $17.37MM. This works out to about 7%. LU has been dawdling in this area (industry sources) and probably accounts for a very small amount of the 7% of revenues. I believe that optoelectric will grow in the 100% range next year (with the initial rollout of metro networks, this is probably conservative). Just for comparison purposes optoelectric grew 75% during the same 9 months last year, and the rate is accelerating. This puts the first few quarters of 2000 contribution in the 10% range after accounting for LU's paltry purchases (their execution [LU's] recently, stinks). HOWEVER! As the year rolls on and infrastructure orders ramp, the sheer dollar growth of that area will probably put JDSU back into the 7-8% contribution range.