<I'm investing in Westell, I would like to hear their view on their customers and suppliers.>
Bill, I don't know what can be done here. I wish I knew!
<Let me clarify my point with BC, because this gets to an underlying issue with Westell. 2 CC's ago Westell didn't have a problem discussing their continued modem shipments to BC. During this CC they couldn't answer the question.>
Thanks bill, someone suggested doing away w/ the CC. I personally agree but its a part of the game unfortunately. I don't think that any analyst would even consider giving a recommendation w/o such. Legal reasons I assume.
<How can anyone make an investment decision if you can't get the answer from the company.>
Plain & simply you can't w/o guessing which is proving our risk in this one.
<I read the SEC filing, it was in black and white.>
I know you did & just pointing out that it was a mistake & that Id be working real hard if it were me. Nothing like dangling a carrot.
<So the underlying issue is... do we trust Westell and are they really looking for additional funding?>
I don't think we have a voting chance here but like I said a one-year bank loan would be fine w/ me. Maybe get rid of a few cuts of Pro Engineer @ $20,000 per full blow version. Seems a little much for just enclosures. Take a serious look @ the Y2k on the desktop. Not much of an issue unless they are using mid range computers. Lot of questions bill thats for sure.
<They certainly didn't answer Mr. Slocums questions about additional funding during the CC.>
Think they better address this!
<Do you see BEL deploying CAP in 2000, 2001, 2002? This is when BEL will hit mass deployment.>
bill, I don't know, all I know is the the IW link I posted said the incumbent has the upper hand. Im not betting on it.
<I didn't know that Paradyne was in the BA ADSL deal>
bill, they aren't included in the DSC/Wstl's PR.
Dug |
