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Technology Stocks : Westell WSTL
WSTL 6.070-1.6%Dec 26 9:30 AM EST
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To: Skiawal who wrote (13673)10/22/1998 8:00:00 PM
From: Charlie Smith  Read Replies (1) of 21342
 
Skiawal:

MZ said BA announced they had 13,000 orders and MZ gave a comparison of cable companies use an average of 1% take rate. WIth BA offering up to 7 million lines by 1999, that would be 70,000 modems. He went on to say with marketing or even aggressive marketing (as BA is doing) he said you may be able to assume 2 -3%. That would be 140 - 210,000 modems.

From the last conference call:

Message 5299943

Looks like we're in the ballpark.

Charlie
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