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

To: Michael P. Michaud who wrote (1772)	1/13/2000 6:28:00 AM
From: Labrador	Read Replies (2) \| Respond to of 2702

I think that we're seeing the retail investors bailing out on V. No news, no recommendations, notta. Hence, instant gratification is missing in this .com world. hopefully, with the upcoming earnings release and conference call, we'll again see increased focus on V's prospects.

To: Michael P. Michaud who wrote (1772)	1/13/2000 11:07:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 2702

<Ericsson sees three mobile firms surviving - paper> Good luck for Ericsson that they include themselves in this story. I doubt they are right though. Look at the disk drive market. Here, they have no product differentiation, majority sales through ruthless OEMs, and new capacity can be brought on at will. Still, there are 8 major payers. 5 hold 90% marketshare. Phones seem to be much more style oriented. I don't agree, but clearly 25-30 companies is more than the market will bear. Regards, Mark