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Technology Stocks : Westell WSTL
WSTL 6.220-3.9%12:48 PM EST

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To: Frank Ferrari who wrote (14869)1/25/1999 2:24:00 PM
From: Trey McAtee  Read Replies (2) of 21342
 
frank--

>>I am trying to create some kind of
revenue model and all I come up with are more questions<<

welcome to the club! we have as our logo a question mark.

it all depends on the forward pricing, and it also depends on the product mixes, neither of which are very obvious. the last time i actually looked at numbers i computed everything based on just CPE sales...no DSLAMs, etc. the problem was i priced the units MUCH higher than the price WSTL is really now getting for them.

the bottom line is not to worry about it for now. one thing that would be good for the company is to set up a cellular like sales operation, where the company gets a revenue stream instead of a lump sum payment for the equipment. that makes it more affordable for BEL...and WSTL.

good luck to all,
trey
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