SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Westell WSTL
WSTL 5.500-0.9%12:17 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: bill c. who wrote (8528)12/22/1997 1:08:00 AM
From: SteveG  Read Replies (1) of 21342
 
< ~2 -million /5,000 lines = $400/line. That should last for the duration of the Bell Atlantic contract...>

Oops, got that $# first then thought it was wrong - time for bed.

But then, as you say, considering 175K lines in 98-99, at $40 profit / line is $.46 / share. Applying 35% GR (from First Call and Forward Concepts) gives a PEG valuation of $16. A conservative analyst would use a PEG TTM valuation model. A more aggresive model would value it at a forward estimated PEG. So $16 (providing no other costs/charges that would change earnings) would either be a fair value for WSTL in April of 98 or 99.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News