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Technology Stocks : Westell WSTL
WSTL 5.460-0.9%9:41 AM EST
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To: Shaw who wrote (21190)7/11/2001 12:01:39 PM
From: zone_boundry  Read Replies (1) of 21342
 
<<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.>>

Agreed. ADSL started to tank last year and optical fell off the cliff in march. The RBOC's plan out for the next year
based on current growth rates in demand. DSL is at the edge and is a measure of those growth rates. One way to play the recovery is to watch sales for modems by WSTL and others as an indication for a rebound in transport equipment (NT, LU, CIEN...)

My wish list for the earnings report and conference call:

1) improvement in sales

2) old inventory is gone.

3) improving margins because they build modems more efficiently (no pun intended!)

4) a strong tone from the new CEO.

This guy will probably take a few months to evaluate the business and the personnel. There will probably be some more change over in the people under him. He must have a good vision of the business going forward or he would not have taken the job. This guy was a big wig at Harris and could probably have waited for a higher profile job.

Hiring this guy is a good sign. This stock is undervalued by any value measure and the chart will (hopefully) form a double bottom for a good bounce.
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