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Technology Stocks : Westell WSTL
WSTL 5.480-2.0%Nov 11 2:52 PM EST

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To: Sir Auric Goldfinger who wrote (19421)7/15/2000 6:38:58 PM
From: the hube  Read Replies (1) of 21342
 
WSTL's margins are irrelevant over the next three or four months. The DSL hype machine is just starting to kick in, and I would not be surprised at all to see WSTL at 100 by the end of the year--I also would not be surprised to see it at 20. From here, it looks like a great short term play, and that has nothing to do with fundamentals. I agree with you that DSL will be a commodity at some point.

My favorite way to invest in the DSL rollout is WIND. 47 of the 52 DSL vendors are customers, as well as 49 of the 52 cable modem vendors (also 9 of 11 lan switch vendors 9/11 L3 switch vendors and 7/11 router vendors).
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