*** SORRY CURLTON responded to the wrong post, but wanted to tell you this based on 10070***
Great article Curlton and you are right, this appearance changes a lot for WSTL. the other announcements will only help. He says a lot here that he told his employees some weeks ago that I had commented on and from the discussions I had with the employees afterward they were about as impressed as I am sure you were reading the article. He strikes me as a focused and confident person with little hype and plenty of action. What you will see from this co. in the future is the action and a lot less hype. But they must execute properly, they cannot deliver inferior or flawed product.
>> If you're just a DSL start-up company, it can be tough to
go it alone.
He had once mentioned Diamond Lane as being in a difficult funding
situation regarding the length of deployment and not having sufficient capital resources to stay alive, but their private placement went extremely well, so I don't know who else might have difficulty getting funds. WSTL is prepared to get more capital as well, would not surprise me once the stock gets on a roll again., but the dilutive effects will be well managed.
>> It's a fallacy if someone thinks the whole standard is based on Aware
I like this dig, I sold my AWRE on Friday after its failure again at the $16 resistance (two hammer down days at the top is no good for me), I cannot for the life of me understand why they continue to get such a high valuation without meaningful contractual agreements. I am not so sure the LU deal helps them like WSTL.
Aware may still be bought for 20 something, but I had to choose between AWRE and WSTL and I am picking WSTL to breakout very soon. I may be wrong (some guys over on that thread think I look at charts upside down) but I am usually not == only a little early to the party sometimes. Besides WSTL can reach 20ish easily ( from 13)
and Aware (sans Buyout) probably will have trouble (from 15) and I'll take my 185% annualized return to WSTL for a few months. I'll take
that as a return over the summer.
>> $500 per customer served. 10% penetration.
I am sure you all have done this math many times as to what the company stock price will be based on this set of numbers. But i might remind you that WSTL is not out to be a price leader like ORCTF to grab market share. They still will have to lower this figure by at least 50%, probably 100% by 2000 to get most of the gravy. However I bet the penetration in Europe is going to be better by then, as per ORCkit's CEO comments. In his conference call, he mentioned the aggressiveness of DT to deploy and I can only hope the same holds true for the Englishmen. But 10 % of 40m and 15% of 25m sounds
somewhat attractive to me, I think that will provide some decent stock returns, not counting the other two and the fractional share of the rest.
Happy Trails! |
