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Technology Stocks : Westell WSTL
WSTL 6.090+1.5%Jan 20 3:53 PM EST
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To: P314159d who wrote (20433)9/16/2000 9:56:46 AM
From: Bruce Kuhn  Read Replies (2) of 21342
 
Pi,

Using your low figure of 465K modems shipped, and assuming there has been no significant price decrease on the sales price of the modem, this would equate to about $82 Million in CPE sales. Your high figure of 550K, would equate to about $97 Million in CPE sales. So, then why would MZ tell Kaufman Bros this week to only expect $65-70 Million in CPE sales. KBROS original forecast for CPE sales was $80 Million. Using your numbers, WSTL could meet that forecast, so why lower the expected number for KBROS??

Could it be that the $12.4 Million quarter from VRTA is because WSTL is building up a inventory reserve for the large growth expected NEXT quarter, and this chips have not made it into units that have shipped yet???

I am just trying to get your opinion as to why MZ would low ball KBROS so much, if your numbers here are correct.

Bruce
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