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Technology Stocks : Westell WSTL

WSTL 6.080

+1.2%

Nov 4 3:56 PM EST

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To: Jim Tao who started this subject	10/22/2003 11:43:37 PM
From: Michael F. Donadio	of 21342

It would appear that this is a buying opportunity. The conference call today showed decreasing debt, increasing revenues and accelerating growth, with new growth possibilities as well. Their new modem with the AR7 chip should finish being tested by the telcos in December and my guess is that will be a likely time that SBC may go into a formal contract with WSTL. Currently SBC accounts for just 15% of WSTL's revenues. SBC added 365,000 new new DSL customers last quarter. The guidance that WSTL gave also appears to be very conservative and a surprise on the upside is likely. I can't see how today's weakness comes from anything WSTL reported. The conference call is well worth listening to at: westell.com@@@@1341666652.1066883074@@@@&BV_EngineID=cadchjjiikdkbedcfkcfkcfin.0&article=0

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