Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Robert Sheldon who wrote (1712)	12/24/1999 4:04:00 PM
From: FIFO_kid2	Read Replies (1) \| Respond to of 2702

Robert- I am trying to come up with an estimate for 2000. Total unit capacity for VCO's is pegged at 18-20 million units in 2000 (up from 10 million in 1999) a number I have heard from sources. Of course the company will try to secure business for producing as many of the higher margined units as possible. I still beg to differ with you that the company has a presence worth mentioning in the handset market mainly because they have a major limitation in production capacity compared to actual demand and the company wants to sell higher margined products with what they have. I know that 2 VCO's are required per handset and 1999 had over 200 million units produced worldwide. I also inquired about using a contract manufacturer or the possibility of really expanding production from within or an related acquisition because the spike in the stock price has aided the company in raising more capital. I think the company can take away market share from the leader if they had the financial resources to do so.