OK Guys...Let's try an exercise
I am not hyping this stock. I just want to discuss why this stock l @ $9 isn't a freakin unbelievable buy
One condition to the discussion.... wstl gets part of the BEL DMT with DSC/LU
YE 99 Assumptions
1) BEL wires 100 COs
2) 200,000 adsl line installed
Let's forget about the Lucent's resell agreement
Let's forget about any ISP work
OK let start at the topline..Here's last years #
Revenues
DS0 5,235
DS1 52,481
DSL 12,448
Services 14,145
Total 86,351
Outside of DSL rev would these numbers change next year???
How stable should the DS1 rev be next year????
I will take a poke at next years DSL #. I will for the sake of arguement ignore the CO rev..
50,000 lines x $250 per line =$12,500,000
100,000 x $250 = $25,000,000
Anyone one with an assumption on what revenues for DSLAM might be pitch in. I say $12,500,000 mill on a per line basis |
