SI
SI
discoversearch

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 5.680+5.0%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: SpecialK who wrote (18885)5/22/2000 2:06:00 PM
From: MikeM54321  Read Replies (1) of 21342
 
"Has it sunk in to people that they are expected to go from 122M to 380M in revenues this year."

SK- More than likely most know this by now. The problem is what I mentioned upstream and what mike cobble also agrees with...MARGINS. That's the painful WSTL part. And being a CPE specialist, does this go with the territory? Will demand give WSTL pricing power? Both, $64,000 questions.

In other words, is CPE turning into a commodity business. I still don't understand....well no use me going into it again. It's all upstream. -MikeM(From Florida)

PS Where did you find the possible preliminary Q1 announcement plans after SuperComm?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext