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Technology Stocks : Westell WSTL

WSTL 6.100

-1.0%

Nov 14 9:30 AM EST

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To: Eliot Weissberg who wrote (10795)	5/14/1998 7:09:00 PM
From: bill c.	Read Replies (2) of 21342

[ CC notes ] Rev. = $23.7 million up 18% from last year. Increases - DSL = 1.8 million DS1 = 1.6 million TeleConf = 1.6 million Decrease DS0 = 1.1 million R&D down 7%... DSLAM, LU SLC5, SLC2000 and LU 5E, DSC litespan... gross margin increased to 32.8% from 30.9%... cost cutting. Still shipping FlexCapII to BC for phase 1 deployment. Seems to be working with LU/ICG on ADSL, LU will sell WSTL/LU solution to PTT's, ILEC's and CLEC's. Their Pro{something} is being tested in ~5 RBOC's. BA will deploy in the 3rd/4th Q and we will see revenue in late calendar 3Q. USWest, Ameritech and Bellsouth mentioned as possible DLC customers. FTEL has purchased $1million in Westell equipment. Conclusion - Westell is selling more than ADSL system... doesn't look that bad... until later.

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