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Technology Stocks : Westell WSTL
WSTL 6.060-2.1%10:02 AM EST

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To: Skiawal who wrote (17099)10/1/1999 10:52:00 AM
From: marc friedman  Read Replies (1) of 21342
 
ski
i know we go way back on this stock and the history over a long period of time does tend to make us negative
but too much has changed to go all the way back
more good associations
revamped management with a plan
overhead cuts
the baird report showed a 60% overhead reduction from previous qtr now thats aggressive
more products
more deployment in dsl
more analysts
more institutional holdings
and the possibility of a small loss qtr with increased dsl rev
this is far from the past

the institutional buys at 6 1/4 and 7 3/8 alone will give stability to this stock in hard times

i feel good about this one now
sincerely
marc friedman
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