Westell WSTL Message Board

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Technology Stocks : Westell WSTL

WSTL 5.830

+2.3%

Oct 31 2:50 PM EST

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From: Anthony Tsai	10/14/2004 9:18:02 AM
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WSTL Westell's largest customer has likely peaked its DSL sub growth - Baird news is from briefing.com today Baird increases Westell's near-term estimates to include shipments of VersaLink to Verizon. However, the industry, and Westell's largest customer Verizon, has likely peaked its DSL subscriber growth in 2004 and longer-term Verizon has plans for Fiber-to-the-Premise, which will cannibalize DSL. The firm maintans a Neutral rating and $5 target due to the potential of new product acceptance and new major customer potential, which would make the firm more positive.

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