|
MZ and board of DIR I hope you are listening....WSTL stock performance mirrors the perception of ADSL....This company has tremendous potential but potential just means something has not been done yet...NOW IS THE TIME...This company used to have a great following because WSTL=ADSL, I think WSTL still equals ADSL but you and other vendors have kissed TElco ass for to long....It's time to choose a strategy...Make a stand on who and how WSTL will make money...AWRE decided thru license, even though they gave away most of them at least investors know what to expect live or die...Your company has great relationship in this industry, maybe to good..FTEL,ALA & LU are all competitors, and most of this industry is choosing sides..don't be the deer in the light's...The key to long term commitment from BEL and others is to choose a partner and live or die by it...BEL and others have committed LT backbone equip with the LU's and CSCO's why not ADSL..I know if WSTL lets LU or FTEL or ALA become a Strategic investors it will piss off the left out integrator...Tough shit, pick a horse and ride it...Remember its the end customer(BEL) who makes the final decision...The key is with the right partner you force BEL and the industry to make a LT commitment in shipments and pricing..This forward pricing is bullshit and the telcos don't deserve forward pricing if there is no volume commitment.The Telcos need ADSL and NOW is the time to press them for LT deals...What I would do...With the pennys ok and I think they will ok this...Sell 5million shares to LU @ $9 dollars...Pick this horse and yes this will piss off ALA and FTEL but tough shit BT and BEL tells them who they must work with and foreign companies are not the way to win big US deals...Take your new relationship to BEL and squeeze them into a CAP to DMT commitment with forward pricing in large volumes with LU ,than go to the seperate JPC Rbocs and get some business, they want results...START NOW because the market thinks the RBOCs are going to forward price you until a big company can give them something to commit on...Regardless what everybody says you can't be everybodys partner because when real $$$ happen WSTL needs a focused strategy with a parnter that has something to gain(stock gain) by WSTL success...Lu is in a buying mood and will probably take asnd soon..If 5million shares is chump change to LU then squeeze them with ALA and FTEL..5ESS & SLC200 is too important, they will listen even though they prefer full buyouts...ALso, BEL owes WSTL 28million on older deals use that and the fact that if WSTL pulled on BEL they would be 9months before they could regroup as leverage in dealing with them...Stockholder have ate shit for to long...It time to play hardball with BEL you have the players..GET IT DONE |
