Westell WSTL Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Westell WSTL

WSTL 6.030

-2.7%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: pham who wrote (14806)	1/20/1999 7:08:00 PM
From: Trey McAtee	Read Replies (3) of 21342

pham-- i have been saying it for a while, and this news seems to indicate that ALA is leaving the remote market. why the hell do they want it? the margins arent good enough. superficially, this looks good for WSTL, but underneath it isnt all that great. some of the advantages of the WSTL DSLAM, like SW upgrades for the chipsets, are gone without a TXN solution. maybe this was also a warning to TXN to get its act together. who knows. at any rate, i dont want to be invested in a WSTL that only sells the CPE end. the real money is in the DSLAMs. things just got a lot more interesting today. on todays price action...it wasnt just WSTL. it was a few other things. did manage to pick up more MU puts today, and i bought a lot of TSATA. i recommend everyone pick up a few k shares of that tomorrow if it isnt above 5. good luck to all, trey

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next