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Technology Stocks : Westell WSTL
WSTL 6.030-2.7%Jan 9 9:30 AM EST

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To: P314159d who wrote (16591)7/7/1999 9:15:00 AM
From: schlep  Read Replies (1) of 21342
 
Pied,
>>Somehow cos. get that price to book without earnings, like dotcoms and CSCO/TLAB-types.
Which is it?

Again, you answer your own question
>> I thought that were an ADSL infrastructure play and not a field-trial DSL modem
company w/ no margin)

It is getting boring listening to you have a conversation with yourself :-))) (only kidding).

On a real note, should there be a huge spike, or IF some piece of news actaully gave wstl a rebirth of credibility, this price would be easily reached - thus I hold the small position.

I actually am one of the believers that the infrastructure play (non cpe) was the smarter direction for wstl in the adsl industry. Just look at RBAK. If wstl could have succeeded at dslam etc as the emphasis, I think we would have been in a very different boat than now. Just MHO.

-schlep
PS - one day we'll have to meet for lunch if you are interested. I make it over to Naperville a few times a month on business.
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