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Technology Stocks : Westell WSTL
WSTL 6.130+8.7%Nov 26 3:52 PM EST

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To: Skiawal who wrote (20904)10/19/2000 1:30:47 AM
From: P314159d  Read Replies (4) of 21342
 
Get on that call!SKI

You of all deserve a good answer from MZ to:

1: why did you not guide the street lower at least for the year if not the qtr as well? Are you a gambler and just |"banked on something" to bail you out?
2: why you couldn't forsee the orders slowing to stop building massive inventories? No good operating manager continues to "build for bankruptcy". Just seeing a large order not be processed is cause for immediate disruption
3. given it takes 2 qtrs to work inventories, what range of assets to liabilities will investors see by year end? Is it within the range of the bank covenants?
4. why does any "quality" company build ANY product without order? How many millions got built this way?/ How many will in the next year?
5. If WSTL was looking like 500m business in 2000 back when you sold your shares, why is it so different just a two month window later
6. Given #5, why should we believe a 600m figure for next year?
why would WSTL even exist given the current "burnrate" of cash?
7. What is a reasonable expectation of the value of the company given current market climate?
8. when will the company stop using bank credit for cash?
9. What portion of these massive inventories are expected to be delivered and what are terminally ill? Do you or ANY corporate one have a reasonable guess on this issue
10. Do you understand the Full disclosure Law and will you inform us all collectively when the C11 filing is to be processed?

Just a few questions I'd ask, if I were a shareholder.
As of the day tomorrow, I cannot stand for this
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