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

To: Robert Sheldon who wrote (1582)	12/7/1999 7:16:00 PM
From: uel_Dave	Read Replies (2) \| Respond to of 2702

Thanks Robert, several people feel that Qualcomm will be a $150 billion Market cap company next year or larger. Therefore, if QCOM, a $60 billion Market Cap company can grow to this size and Nokia and others are growing just as fast then Vari-L ( based on earnings ) could be a $400 to $500 Million Market Cap company soon and then to a Billion, if it keeps making lots of money. Would Vari-L be a take-over target by other companies such as Nokia? QCOM is my largest holding, so I am interested in Vari-L and it seems to be well positioned into the future. I intend to keep my shares for the next five years. I just sold my Telular shares ( WRLS ), it has been a roller coaster ride after a year of flat growth. I appreciate your prompt and professional responses and continue learning about this great business that Var-L has for the future growth. David

To: Robert Sheldon who wrote (1582)	12/7/1999 11:55:00 PM
From: jeff greene	Read Replies (2) \| Respond to of 2702

A good week seems to keep getting better. First Nokia, now ERICY, I guess we should expect something out of Motorola next:)) Vodafone Chooses Ericsson For European 3G Network newsalert.com Jeff

To: Robert Sheldon who wrote (1582)	12/8/1999 8:25:00 AM
From: uel_Dave	Read Replies (1) \| Respond to of 2702

Robert, How strong are Vari-L's patents? What are the high barriers to enter Vari-L market? Could another company quickly take their market share? How big is Var-L compared to its competitors? What new markets are Vari-L getting into the future? Do you think that Vari-L would participate in Qualcomm's selling of the handsets to possibly Nokia? What are your estimates of earnings for Vari-L in 2000 and 2001? Thanks, David

To: Robert Sheldon who wrote (1582)	12/10/1999 12:50:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 2702

Robert, one poster mentions the need for GTE to divest some assets to complete a merger. This market of cell phone operators are predicted to merge and merge until there remains only 6 or 10 players world wide. How does this effect VARL? Also, I start to see more and more Fixed Broadband Wireless announcements. Thanks to Pat, I've taken a position in Netro and begin to understand more and more about this extremely interesting growth market. I see Netro is a big buyer of VARL products. Is there any thing you have to say about Netro and how they play into this market? I still find the segment a question as some companies have different abilities to meet high speed connections. Netro for example seems to top out at 16 Mbps while I read other announcements about Giga bit transmission. Finally, there is the whole Cisco entry into the FWB market, but from what I read they seem to be focused on MMDS, or slower low frequency spectrum. I heard Bill Ruehle from Broadcom speak on the weekend, and he was talking some about this market and how they thought it would be a good addition to their bottom line. But, this low frequency spectrum seems to be the weak end of potential because it just doesn't have the speed to please. Are you looking for VARL products to be deployed in the customer end of FWB? I went to the Streaming Media trade show in San Jose, and saw countless demos of the latest streaming video and audio. It seems clear that there must be a transmission speed minimum of 600 Kbps to get choppy, but viewable full screen video. Something like 28 frames per second at that rate. Actually, it only gets good at 1.5 mbps and actually may get better than normal TV above 3mbps. So, it seems to me that all this ADSL story will be an interesting interim play, but the full story of TV, Games, telephone, e-commerce. learning, etc will all need a better solution, or at least better than they currently deliver with xDSL. The RBOC's are not going to have much loyalty when another provider steps up to the plate with the full range of service. By the way, there are a lot of companies standing ready to provide a great variety of services for entertainment as soon as broadband is ready. People will see value for this speed. Is there a market for VARL in Wireless LAN's? Companies like Proxim and paving the way for people to get home Lan's that don't need wires. Could this be another market for VARL? Intel has taken a stake in the WLAN home market and it seems that these functions might be widely pushed next year. Regards, Mark PS Something not related to VARL, but cool none the less is an ability to click on the video feeds of these broadband downloads and view information about what you see. It's here now. You can watch a movie like Matrix, and think the sunglasses are cool. Click your mouse on the thing that interests you while viewing and find out who makes them, and even buy. No, the people and market will not stand for less than 1 Mbps downloads for long.