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Technology Stocks : Westell WSTL -- Ignore unavailable to you. Want to Upgrade?

To: Chemsync who wrote (17189)	10/22/1999 9:25:00 AM
From: Frank Ferrari	Respond to of 21342

Steve, Thanks for the notes, I will give it a listen today. premarket looks good bid/ask at 7. Cheers Frank

To: Chemsync who wrote (17189)	10/23/1999 12:51:00 AM
From: P314159d	Read Replies (1) \| Respond to of 21342

If I were an ANALyzer... .>>Business is good with BT. 1/2 of all D-slams delivered are from WSTL. Q: Does FTEL get that or WSTL? and do we care? >>. In DSL trials with LU. Revenues expected. Q:Before or after the product is released "clean"? >> Not backing off R&D. Q:With an RD expense at 1.6m vs. some 7 m. per Q before, whoa. Guess WSTL can manage better than the rest of the hi-tech world, afterall!!! >> Fujitsu-WSTL partnership should benefit as second-supplier from SBC and other telecom deployments. Q: can the co. break out these slinky yet garish statements for us? try doing it in real terms (i.e.,Gross Profit, it would be good not to rank us in the hi-tech's last decile) >> Taylor-made models created for several Voice over DSL partners. Jetstream, Tollbridge, Coppercom--look for them in the future! Q: Speak to me in profit margin,MZ! not Marketing! Will this benefit WSTL as much as the last agreements? FTEL,etc. certainly improved the GPM!. Oh yea, is Taylor the guy who invented forward pricing? Gotta like that model! From what I see, WSTL thinks, builds (at a loss), and thinks again (to break even---maybe). If VOIP fits the mold, figure it a loss leader. After all, WSTL really plans on selling 99 cent MILK for profit!. Sorry for being ANAL, but I lost money today not here of course.