This is where thing get interesting . You figure currently by all accounts, tech stocks have two more tough quarters to get through, then we will see where things go from there. Some have bet that such basic tech plays as the build out of DSL will come back sooner and survive the slow down better than the more capital intensive high end broadband infrastructure systems plays.
So If the above holds true, then the more basic broadband stocks should reflect the anticipation of a return in demand, before the more capital intensive high end broadband build out situations. I believe the anticipated period of the return in demand of basic broadband, is the "golden time" for DSL, WSTL’s new CEO is expecting, and was referring to in this quarters conference call.
So after the present work down of inventory, and with the coming anticipated return, in the pick up in demand of low end broadband, and with the possibility of reaching, previously out of reach customers, through the possible combination of DSL and fixed point wireless, the above factors may net WSTL enough business in combination with WSTL's other businesses, to get WSTL back on its feet. |
