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Technology Stocks : Westell WSTL

WSTL 6.470

+6.4%

Jan 26 3:56 PM EST

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To: Michael F. Donadio who wrote (17151)	10/15/1999 11:54:00 AM
From: Skiawal	Read Replies (2) of 21342

Michael..I believe the most recent PR out by WSTL on the 20,000 modem shipment milestone was basically to let us know that there will be NO MORE rebates going out! If you recall, WSTL was giving a $50 rebate on the first 20,000 modems... westell.com a 25% discount now just became an extra 25% towards the bottom line... From Kaufman's (Sine) analyst's report on 09/23/99...<Bell targets 100,000 customers by year end of this year and 500,000 by the end of 2000. If we assume that Westell gets half of this business this year and only one-quarter next, with an average selling price of $200, this works out to be $10 millon in revenue this year and $20 million next year. This would yield 100% revenue growth...> One other thing, 3COM doesn't even have a working DSL modem out on the street yet...and it is probably safe to say that what ever they come up will be half as good as WSTL's and will probably be more expensive. Looking forward to hearing more at the earnings conference call next week...LU too!

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