The growth at the edge is cable, DSL and wireless right now. The future is optical, but we can see through the likes of Corning that the roll out of fiber is slowing dramatically and won't pick up for a while.
So in terms of the present broadband roll out that will touch the most customers at the edge, DSL and all its advancements, still have a huge mkt to service. There is a lot of copper out there to be lit now by digital broadband.
In todays Investors Business Daily, they interviewed Alec Gore, of Gore Technology Group. His group buys out tech. Co.s and turns them around. He looks for co.s with predictable revenues, some kind of technology business.
The Learning Co. which was loosing 1.5mil. per day when Mattel owned it, Gores group managed to make profitable in 75 days. The point being Westell can see better days. Westell's debt is minimal if you look at the level of debt the Learning Co. had at one time.
Maybe Westell's management should make contact with a group like Gores on a consultation bases see what comes of it. They buy out co.s and them maintain them as sepperate enties through indivdiual holding co.s.
Personally I would rather see Westell remain the captain of its own ship, but they obviously have to do something, like partnering with someone with deep pockets and a focus on this area, or form an alliance, a collaboration, something so they can get through this slow down period. |
