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


To: Robert Sheldon who wrote (1709)12/24/1999 1:44:00 PM
From: uel_Dave  Read Replies (1) | Respond to of 2702
 
Merry Christmas and Happy holidays to all, especially to Robert, Pat, akmike and voop for helping me with the DD of VARL, which has quickly become my second largest holding after QCOM. After reviewing all the facts I kept buying up until last Friday and it gave me the confidence from this thread to increase my position more than any other investment for the beginning. Vari-L reminds me a lot of JDS Fitel in the early years and certainly QCOM during some of its big runs. A special thanks to Robert to maintaining an educational and truly valued thread. I certainly look forward to holding VARL for many years.

David



To: Robert Sheldon who wrote (1709)12/24/1999 2:39:00 PM
From: LBstocks  Read Replies (1) | Respond to of 2702
 
Robert, I truly appreciate your input on this thread. I certainly have learned a great deal about this stock from you. However, I feel your continued attack on those discussing the "rumor" is unwarranted. After someone inquired as to why the stock was moving up, I merely mentioned that I heard that there was a rumor of a buyout going around. I did not start this rumor, nor was my mention of it an attempt to consume so much discourse on this thread. (IMO, by repeatedly flaming everyone who mentions the rumor, you encourage the continued discussion of it.) Further, I certainly never asserted that the rumor was true as you suggest: The fella backed away from his assertions. Out of respect for you and following your request, I merely agreed to avoid further discussion of rumors.

Further, I note that many on this thread venture into discussions of what might be considered a rumor (depending of course on the definition). For instance, you state "Institutions ARE moving into the stock. " I assume you mean that institutional buying caused the 65+% rise in the price of the stock this week. As you posed to Labrador, "How do you know this?" Is this a fact, rumor, speculation or inside information? IMO, a fine line separates rumor and speculation.

Anyway, I would appreciate it if you give the criticism of those (including Labrador, Kent Rattey, Eric Zeigler and others) mentioning a rumor a rest. If you don't want to discuss it, then don't.

Please don't take offense to my comments. Again, I truly appreciate your taking the time to share your understanding and knowledge of VARL.



To: Robert Sheldon who wrote (1709)12/24/1999 2:59:00 PM
From: Bosco  Read Replies (1) | Respond to of 2702
 
<edited>Hi all - happy X'mas. Regarding rumor, I ve no problem if it is to my advantage <VBG>, even though I don't start any and I won't fan any. But seriously, I think there is rumor and there is rumor. I habitually ignore rumor especially about fallen stocks. To look closer, there is also the strength of rumor. If a company is in a niche with something to offer, the chance is higher. By that I mean unique products [especially with strong copyrite and/or patent protection] or installed base. The interesting thing is that takeover has a life of its own. Once a company is in play, it tends to be play until it happens. Self-fulfilling prophecy? Maybe. As far as VARL is concerned, I think VARL has the strength to be an independent company. However, if people realise this, there is a good chance for them to push the door open! Face it, that is how them M&A people make their living.

Personally, I think VARL would do a lot more by splitting the stock. No, I am not one of those silly folks who would chase after stocks about to split. However, in VARL case, it does help to ensure some liquidity remain at the retail level, even if institutions are moving in

best, Bosco