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Technology Stocks : Westell WSTL

WSTL 5.590

-2.3%

Nov 10 3:59 PM EST

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To: Sir Auric Goldfinger who wrote (19421)	7/15/2000 5:15:48 PM
From: LiPolymer	Read Replies (3) of 21342

Goldilocks, thanks for the humorous posts. 8-) You are obviously old, but derelict, too? Really now... I can imagine your arguments years back in regards to PC's: "Who will ever need more than 64K of memory? Who will need a hard drive when you can get dual floppies? Where is the killer app?" LOL! Is it not clear the Internet is being woven into the very fabric of our lives? It is all about increasingly diverse and complex content being delivered to business/consumers to add some value or satisfy some desire. Don't you see that a bigger pipe is needed? Maybe not, and your position is really based on a flawed fundamental analysis and not just a transparent manipulative ploy. Either way, that's too bad for you. Ever hear of "build it and they will come"? You are looking the paving and widening of all the side roads on the information super highway. Your communication style reveals a certain arrogance which left unchecked will most likely lead to continued bad judgment. Not that we should wish more people were just like you in many respects, but you are willing to pay for DSL and so are a lot of other people. It would appear the service cannot be rolled out fast enough to satisfy the pent up demand for bandwidth. Although you underestimate the abilities and patience of people (that arrogance thing again) the newer modem designs allow for increased ease of installation. We are just hitting the ramp, so isn't it a bit early to start separating the wheat from the chaff? There is still plenty of room for bigger to become smaller, and vice versa. The horses are two strides from the starting gate and you're ready to call the race? Go right ahead... The GPM issue is well understood and is being addressed by management. There are efficiencies yet to be gained in component and manufacturing costs. You would be correct in saying sequential improvement in GPM is the most crucial issue going forward, but don't be so arrogant as to count them out so quickly. With all due respect...

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