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


To: voop who wrote (2336)6/7/2000 10:16:00 AM
From: Mark Oliver  Respond to of 2702
 
Oscar Gruss & Son analyst discusses Netro Corporation alliance with Nokia Jun 06, 2000

radiowallstreet.com

I thought this was generally a good discussion on the market and Netro a big customer for VARL in the FWB market.

Regards, Mark



To: voop who wrote (2336)6/9/2000 11:19:00 AM
From: Mark Oliver  Respond to of 2702
 
Here is a link to discussion that mentions shortage of production capacity in the face of great growth. That should mean that if VARL's products are only just as good as their competition, it's likely they could sell all their capacity. If their products are in fact better, as I suspect they might be, they might even get an extra premium. Also, it might be interesting that they are not dependent on the services of a foundry for their production.

Message 13843779

Regards, Mark