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Technology Stocks : Westell WSTL

WSTL 6.130

+8.7%

Nov 26 3:52 PM EST

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To: bill c. who wrote (20903)	10/19/2000 1:07:05 AM
From: P314159d	of 21342

Bill C., hate to see ya back at this time. Nightmare I shall sleep on for 1998. Oh but this is worse than that era. WSTL is severely mismanaged. Fraudulently so, I am afraid. SBC/VZN install rates work on inventory. they have plenty. WSTL produces enough for 2 more qtrs without order. Check the inventories. EFNT remains the "internal" modem choice and continues to ship. Good thing I don't own VRTA also. This qtr saw the appropriate inventory build for 500K modems with 700K next qtr. Only the buffoons leading the wagon train ran into Chippewa territory on the shortcut. So next 2 qtrs it gets worked down and consider that the inventory is "stale" for sale, you get shit margins for the build of this qtr plus last and maybe next. Consider the fact , you build 500Kmodems outside at 11 bucks a pop and decide to sell only 300K. You owe immediate to COGS a 2.2m hit to the GPM. Get it !? apparently the buffoons didn't. Where's a good Dennis Miller joke when you need it!

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