Westell WSTL Message Board

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Technology Stocks : Westell WSTL

WSTL 6.020

+0.3%

Nov 28 9:30 AM EST

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To: Anthony Tsai who wrote (20861)	10/18/2000 2:52:20 PM
From: John Curtis	Read Replies (1) of 21342

Anthony: Jeeez, from $107 to $15!!?! Yeesh, that's one HELL of a hair-cut! 'Course, since CMTN made a strategic mistake in selling primarily to CLEC's.....and it's now clear the difficulties being experienced THERE....well....the downgrade may be harsh, but warranted. 'Course, the sheer size of this downgrade does nothing to improve the image of the underlying analysts, does it? Like they couldn't see this one coming a mile off?? Bottom line? Go with the ILEC's and those who make it their primary business to sell to them when playing the xDSL game. They own the twisted pair in 95% of the cases, so they're always gonna win, regardless of resell requirements or no. Now.....everybody ready for earnings release?? John~

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