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: JBruin who wrote (2469)	8/12/2000 3:31:04 AM
From: pat mudge	Respond to of 2702

Weren't you "grasping"(I was also) with ANCR 4 or 5 years ago after the fall from 35+ to 1. Even after the mgmt. change getting two execs. from WDC & SEG didn't seem to turn the boat around(at first). I owned ANCR for a time but didn't ride it down. (I don't think I ever understood fibre channel.) But I think your point is well taken. With good products, VARL can be turned around. The management team that left should be tarred and feathered. Pat

To: JBruin who wrote (2469)	8/12/2000 7:49:59 AM
From: Bosco	Respond to of 2702

Hi J - but there is a big difference between ANCR and VARL. The former's collapse was due in part to toxic debt. Its recovery is b/c it got out of the toxic debt. Fundamentally, it is a real alternative to Brocade Comm [?] [I own QLGC, btw] As for VARL, I think there won't be a takeover play until the legal situation is settled. The plus is that the new mgt team is more inclined to engineer a sale of the co after the clean up the mess. best, Bosco