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

To: pat mudge who wrote (2126)	4/24/2000 5:14:00 PM
From: Labrador	Read Replies (1) \| Respond to of 2702

Remember when VARL was $6 per share? How did that ever happen?

To: pat mudge who wrote (2126)	4/24/2000 5:19:00 PM
From: J Stone	Read Replies (2) \| Respond to of 2702

32% of new orders were subscriber? Indication of how it will shift? Actually the second part was more a statement than a question. 32% of this quarter's orders were LMDS, MMDS, cell phone, pager related (mostly LMDS and MMDS I believe -- Robert can probably confirm). However, the 1st quarter's actual revenue was probably only comprised of probably 10-15% of these product lines. Thus, the large percentage of related orders indicates that this sector will grow as a percent of revenue in future quarters. The orders themselves were somewhat predictable given the announcements by folks like ADAP, MCI, etc. on their LMDS, MMDS rollouts. The real question is: how well will these rollouts continue? I honestly have no clue and hope that Robert can share some insights. My feeling is that David Sherman expressed his outlook as bullish as he possibly could. FWIW Jeff