Westell WSTL Message Board

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 : Westell WSTL

WSTL 5.760

+0.2%

Dec 31 3:47 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DR.TECH who wrote (16567)	7/3/1999 1:54:00 AM
From: P314159d	Read Replies (2) of 21342

Dr that is disappointing that you had no NEWS on CPI. Seems rather important to me. You don't think so? Winstar Covd rumors are crap,yet if a special int'l customer came forward -- that would make sense, especially if they had US ops. i was wondering how long it would be before you'd leak that Zionts comment. Heard about that one in an email a few days back. But really how long can WSTL keep alluding to real sales growth. This and the next qtr is ok but at some point you have to justify 10 times book with BIG rev. growth. I am hoping like the next guy, people ignore this, but a double digit PBV is rare for a small time player as WSTL with 10 to 20% growth and limited profitability. Look over half the revenues there are below 40% GPM for the next year at least. Nowhere is there a product generating 55 to 60% GPM with a 20m presence. Even the Portal, what is the margin there in y2K ???

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next