Jon, I was stressing the fact that according to a Verizon rep., Verizon's central focus right now is rolling out digital broadband. With some operating capital and a pick up in business from the large provider's, maybe the answer to WSTL's cash situation can be worked through.
In previous posts I did, in a brain storming fashion, make proposals that WSTL fashion a large forward order agreement with Verizon at a price discount, as incentive. That would demonstrate to a lender, that orders were still there. Anyway I guess your point is that becoming too dependent on one customer, can set you one up for a fall. However I was merely looking for ways for WSTL to initially prime the order pump, and still assert the temporary nature of the discount deal.
I was trading AMATI back in the day. What a great stock and story it was, while it lasted. AMATI is part of the reason I focused on WSTL in here recently, because it was through AMATI that I became familiar with the ADSL story.
The roll out of ADSL has been a along time coming, it would be nice to finally see ADSL have its day in the sun. I am here now, because I think I see the different parts of the ADSL story finally coming together.
Because of your long involvement with the ADSL story, and WSTL it would be nice to hear more of your in site. |