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Technology Stocks : Westell WSTL
WSTL 5.480-2.0%Nov 11 2:52 PM EST
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To: Emile Vidrine who wrote (19982)8/10/2000 11:30:30 AM
From: Rich Wolf  Read Replies (2) of 21342
 
Emile, would a 1-2% decrease in revenues be 'significant'? If the strike went on for 2 weeks, that's a rough estimate of the impact, ASSUMING they don't promote the use of 'self install' modems. If the new signups can install the modems themselves, without the need for technicians to visit the home, this can entirely make up the loss in revenue, or even allow MORE installations than usual.

Granted, we do not know how it will play out. But it seems quite premature to assume there will be a hit to WSTL's revenue, much less a 'significant' one. The story is overdone, and so is the selloff in WSTL. One person's view.

Regards, Rich
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