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 5.470

-0.2%

Nov 12 3:43 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sir Auric Goldfinger who wrote (19416)	7/15/2000 12:37:12 PM
From: Michael F. Donadio	Read Replies (1) of 21342

Auric, As far as WSTL having a "sheety business model", the financials will speak for themselves. I thought I would post an interesting viewpoint about WSTL vs EFNT I just read on yahoo. Kind of the man in the street commentary: <<"okay as someone who is looking by: truebeleef 7/15/00 7:40 am Msg: 15885 of 15889 at investing in DSL equipment suppliers i have been looking at the difference of EFNT and WSTL. I recently set up my DSL<this week>, i hadnt recieved my filters for jacks so i called Bell Atl. While on the phone with one of the support personel i found out that the WSTL modems are being pushed at this time due to problems that arose from EFNT's internal modems among other reasons. GTE and BELL as we all know have merged, this is interesting as i noticed a news story on GTE and WSTL a little while back. Second thing that i thought was interesting is that BELL ATL. was told to put a hold on thier current expansion of DSL accounts in the market until Sept. This is interesting as we could very well see an explosive 2nd or third QTR in WSTL since they are the vendor of choice at this time at BELL ATL. Also of note was that the support personel told me they are signing accounts up at unbelievable rates. As far as financials i was looking at EFNT's and WSTL's yahoo research and found a few things of interest. 1) WSTL has beaten est. in 4 of the last 5 qrts, and EFNT has missed estimates in i believe 3 of the last 5 qtrs. 2)WSTL's estimates have been upgraded over the 90 to 7 day periods as EFNT's have been downgraded over that same time period. 3)as far as a valuation concern i noticed that EFNT has surged whereas WSTL has until recently been stagnant, WSTL in my opinion has more upside to it at this time over EFNT based on these facts and others i have without a doubt found the company i will be investing in on Monday morning. I am also expecting another price surge with EFNT coming in with numbers, and if all goes well there expect WSTL to move up in simpathy of EFNT's numbers.">> messages.yahoo.com I hope to find GOLD in WSTL, Michael

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next