Westell WSTL Message Board

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Technology Stocks : Westell WSTL

WSTL 6.100

-1.0%

Nov 14 9:30 AM EST

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To: james frasier who wrote (19662)	7/25/2000 9:25:32 AM
From: kolo55	Read Replies (1) of 21342

I agree... $500M is low ball estimate. I think Pi's $600M is closer to what is likely. All we have to do to know is this; Keep an eye on ILEC DSL installs... Any credible analysis have them increasing substantially this Q over last Q as the capability to get more truck rolls increases. And in addition to revenue growth, all the other factors play into our hands as well. GMs should increase, component supplies should increase, and Westell has improved their design wrt number of components used. Also the CPI business should go back to their better historical margins after the infrastructure building expenses they incurred this last Q pay off in higher revenues going forward. The TAP business has new T3 equipment that should stem the slight decline we have seen in that sector, and the new analyst forecasts actually have TAP revenues rising somewhat through the remainder of the year. Finally, but certainly not least, I think Westell will be delivering a lot of pizzas later this year, and therefore the shareholders will be able to buy a lot of beer. Paul

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