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: Bosco who wrote (2178)	5/12/2000 10:06:00 PM
From: akmike	Respond to of 2702

When a stock goes from 39 to mid-teens in a short time while earnings are beginning to explode, it is easy to understand frustration. For some it may even be easy to forget or ignore that the stock was range-bound at lower levels for years and that the startling run-up in last year's 4Q brought all options into the money at the same time that the warrants were exercised. This will impact quarterly comparisons throughout this year. This is in the market price today and then some. Many have ignored the short-term nature of this and some have even ignored the additional capital which the company raised which will support growth beyond that which is forecast in the analysts current projections. Will the revenue growth exceed current estimates? IMO VARL's current customer base and product portfolio augur for growth beyond the estimates which are not meager growth. Further, this could go on for quite awhile and continue to accelerate as we are only beginning to see the start of broadband wireless and 3G will be very huge. The investment community will recognize this and bid the price of the stock up. When? I sure don't profess to know, but based on what happened late last year I don't want to be out of stock and trying to accumulate a position when it does happen. Am I willing to wait 9 months to a year more? You betcha! And as I get more $ I get more shares on the cheap; I only wish I could afford to take out all those who are unhappy.

To: Bosco who wrote (2178)	5/15/2000 2:13:00 PM
From: RobertSheldon	Respond to of 2702

Please go see my post explaining the dilution issues. VARL is a victim of its own success. The stock traded sideways for so many years (all the while reasonable amounts of options were granted) that when it finally surged about all of the options became in the money and thus included in the calculations . . . also VARL is subject (like everyone else) to some odd option accounting rules . . . anyway, this too will pass. I too like to grip from time to time. I've held VARL through a number of events so I am about all griped out. :-) What is important to me is that the business is stable and is inexpensive at these levels. Really.