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Technology Stocks : Westell WSTL

WSTL 6.010

-0.8%

Dec 17 9:41 AM EST

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To: bill c. who wrote (8039)	11/26/1997 1:07:00 PM
From: SteveG	Read Replies (1) of 21342

<.. I don't consider 5% deployment as significate commercial airplay, but 1.5billion for 5% deployment is significant revenue for Westell. Can we quantify the percentage when we hit mass deployment? I did hear GS indicated 1 million lines in 1999... or before 2000. If that comes true that's ~500million over 8 quarters = 62million/quarter...> 5% of 70MM is 3.5MM lines. My contention isn't as much IF it will be done, as WHEN. In contract, Seamans thinks 1MM line in 1999, but I think even HIS expectations are optimistic considering the continuing unbundling uncertainties (and an RBOC market which apparently largely wants DMT, and no CG chip yet). And due to power/heat concerns, there may have to be significant trialing of the C6x chip before an RBOC will commit, don't you think? Again, my point is not the POTENTIAL for the market, but the TIMING. Steve

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