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

To: Bosco who wrote (2182)	5/14/2000 8:02:00 PM
From: pass pass	Read Replies (2) \| Respond to of 2702

I think only the large wireless component suppliers can survive in the end, companies like AHAA, RFMD, TXN, MXIM. Each component is usually dirt cheap (a few bucks for a DSP or a VCXO), the only way to make money is to produce and sell tons of them. VARL may not be big enough to compete.

To: Bosco who wrote (2182)	5/16/2000 11:49:00 AM
From: John J. Riley	Read Replies (2) \| Respond to of 2702

Bosco, I am in total agreement with your take. Management on the surface talks a good game (10k etc) as Robert points out. In reality though, management continues to come up short. Not short for themselves but only to the stock holders. Shame. Damage has been done and could take longer than one quarter to turn it around. As Robert seems to imply, one quarter does not a trend make. Well the street will probably like to see several quarters before they will step up to the plate again. I hope I'm wrong because I hate dead money.