SI
SI
discoversearch

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 : GSPN - DSL Chip maker IPO coming soon; IPO priced at $15
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: LiPolymer who wrote (105)5/19/2000 7:10:00 AM
From: dawn macurdy   of 164
 
Westell, a key VRTA customer killer DSL growth, ie its reported that its CPE business (DSL customer presmises equipment modems) was up 1212% over Q4 last year and 153% sequentially from Q3 this year. Clearly KILLER growth numbers, albeit from a low base. The CPE business was 16.2 for this quarter just ended vs 1.2 for prior year quarter and 6.4 for prior quarter. At 16.2 million, DSL-CPE was about 38% of the business this last year.

Looking forward their CEO said ""Based on the strength of the demand for our DSL products, and our ability to scale production and effectively manage our supply chain, we expect total revenue for the year should increase at least to $380 million,'' stated Marc Zionts, Westell Chief Executive Officer. ``We believe our revenue growth will be fueled by our DSL CPE business unit. Total revenue for the FY just ended was $112M so they are looking for 240% growth (ie total revs next year 3.4X this year).

While they didn't break out the DSL-CPE numbers, its is obvious that they are looking to DSL-CPE for the largest contribution in generating their forecast $270M in new revenue growth.

This confirms a significant piece of the VRTA growth story.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News