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

To: Robert Sheldon who wrote (1951)	2/26/2000 1:27:00 AM
From: JBruin	Read Replies (1) \| Respond to of 2702

Robert, Thanks. I was thinking about that debt payment VARL made. Am I off base or should VARL's eps increase by almost 3 cents this quarter? $4,000,000 at 8.5%/4=$85,000 (interest savings) $6,000,000 at ~5%/4=$75,000 (new interest income) So $160,000/6,000,000 shares=2.7 cents/shr. per quarter

To: Robert Sheldon who wrote (1951)	2/26/2000 4:41:00 PM
From: LBstocks	Read Replies (1) \| Respond to of 2702

Robert - I know that Furakawa is still a very large holder of JDSU stock, but it has recently sold a large portion of its JDSU holdings. I'm sure your numbers take this into account, but I think the thread should be aware that Furukawa has divested and will continue to divest their JDSU holdings.

To: Robert Sheldon who wrote (1951)	2/28/2000 12:36:00 PM
From: Mark Oliver	Read Replies (2) \| Respond to of 2702

RF Micro Devices (RFMD) 142 +27: Flying out of the gate after signing a deal with QUALCOMM to provide advanced power amplifiers (PAs) for the CDMA market.. Now, if we could change this announcement from RFMD and impose VARL, what would be the market response? Regards, Mark

To: Robert Sheldon who wrote (1951)	3/1/2000 12:01:00 PM
From: Becky B	Read Replies (1) \| Respond to of 2702

OT: FYI, Furakawa-JDSU Furukawa Electric's Canadian Unit Sees Heavy Profit From JDS Share Sale Dow Jones Online News, Monday, February 07, 2000 at 22:55 TOKYO -(Dow Jones)- Japan's Furukawa Electric Co. said Tuesday that its wholly-owned subsidiary in Canada, FEJ Holding Inc., will generate a profit of about 100 billion yen ($919.88 million) through a forward contract to sell a part of its holding in the U.S.'s JDS Uniphase Corp. in August. FEJ Holding will sell 4.45 million of the 72.4 million shares it now holds in JDS Uniphase, reducing its 18.33% stake in JDS to about 17%, an official said. After-tax proceeds from the sale will go to Furukawa Electric as a dividend distribution, which the company will use to help improve its financial standing, including repaying interest-bearing debts, a Furukawa Electric official said. San Jose-based JDS Uniphase (JDSU) recently announced it would be buying peer E-Tek Dynamics Inc. (ETEK) in a deal valued at about $15 billion. The company has made four acquisitions in the last four months. JDS Uniphase makes laser subsystems and equipment for fiber-optic telecom, signal processing and laser-based semiconductor wafer inspection and analysis. JDS Uniphase was created by the $3 billion merger last year between Uniphase Corp. and JDS Fitel Inc. The firm makes a range of "passive" and "active" components for fiber-optic networks. JDS's passive components route and manage light moving through a fiber-optic network, while Uniphase's lasers transmit the light through the network. Analysts estimate the market for fiber-optic components will grow to about $6 billion within a couple of years. Copyright (c) 2000 Dow Jones & Company, Inc.