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Technology Stocks : Westell WSTL
WSTL 5.570+1.1%3:57 PM EST
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To: Jim Tao who started this subject7/11/2001 9:48:00 AM
From: Shaw  Read Replies (1) of 21342
 
It seems to me job one is for everyone at WSTL to find ways to help the CFO, demonstrate that WSTL has a working plan.

This is it, the ride from here is only as good as WSTL makes it going forward.

We have entered the cycle in the mkt where the luck you get, is the luck you make. The free ride time is over. Only the strong survive.

I made a bet that because WSTL's lack of long term debt. they would make it through the slow down, well we now have more debt over hang than recorded before, but because of insider backing time has been bought.

However the idea that DSL would continue to be built out in here, hasn't been derailed yet, a recent post here or else where, informed us the the work through of inventories has started to require new product in some areas.

Will ADSL and all its forms benefit from the slow down in optical. My bet was yes. Yes it will be the go to interactive broadband pipe for much of the traffic at the edge.
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