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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (348)	12/6/1998 12:25:00 PM
From: QuietWon	Respond to of 57584

Rande Is, good picks. Your board mentions undervalued co's - VARL is very interesting for the following reasons (not a day trade tho - hold until Jan): 1. Provides components to NOKA, ERICY, LU (yes, LU), etc 2. VARL is like an ECM (electronic contract mfg)player like SLR, SANM, etc. and trend is towards outsourcing 3. Book Value (BV) in the $5 to $6 range - stock trades @ $6 1/2- 5/8 4. Float is under 4 mill shs 5. as NOKA, LU biz booming (see NOKA and LU on Friday??) follow the chain and see VARL do well. VARL sole provider to LU in Europe and LU is winning contracts in Europe now 6. it is profitable and has a low p/e 7. wireless market booming 8. signal processing mkt booming - see TXN lately? Best to be in before a move, imo. I will be buying more each week until Jan. There could be announcements before Jan, too. Safe play with very little downside. fnews.yahoo.com