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Technology Stocks : Westell WSTL
WSTL 6.100-1.0%Nov 14 9:30 AM EST
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To: kolo55 who wrote (19453)7/17/2000 3:05:19 PM
From: Michael F. Donadio  Read Replies (2) of 21342
 
Hi Paul,

Taken directly from the latest Kaufman report. This clearly contradicts what AG or btrader on the yahoo thread have to say concerning gross margins:

GOOD NEWS ON THE GROSS MARGIN FRONT

....With CPE revenues expected to increase by over 500% in FY01, we expect the company's gross margin to move up toward an eventual goal of 35-40% by the end of FY02.... we think the 17% gross margin reported in the March quarter will prove to be the low water mark. Our forecast calls for an equipment gross margin of 23% in FY01 and 31% in FY02. With Conference Plus'gross margin likely to stay at a rock steady 40%, this ought to lead to a 25% overall gross margin in FY01 and 32% in FY02.

This information does not satisfy the likes of AG, or btrader70 on the yahoo board who constantly assert GM are falling. I suspect an agenda. Matt_the_Pilot has repeated pointed this out to btrader but to no avail. If you can get AG to more than grunt, I doubt he'd agree either. They either can't read, they disagree with these conclusions, or it's not to their interest to assert agreement. If they have additional information the general public does not have, they don't present this either.

It will be important to carefully look at this at Thursday's CC.

All the best,
Michael
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