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Technology Stocks : GSPN - DSL Chip maker IPO coming soon; IPO priced at $15 -- Ignore unavailable to you. Want to Upgrade?

To: LiPolymer who wrote (105)	2/2/2000 9:08:00 AM
From: Si_Detective	Respond to of 164

"With the integrated solutions made possible by the PAIR and Ficon acquisitions, this company could become the QLGC/EMLX of the DSL world." How about BRCM in cable modem chipset?!

To: LiPolymer who wrote (105)	5/19/2000 7:10:00 AM
From: dawn macurdy	Respond to of 164

Westell, a key VRTA customer killer DSL growth, ie its reported that its CPE business (DSL customer presmises equipment modems) was up 1212% over Q4 last year and 153% sequentially from Q3 this year. Clearly KILLER growth numbers, albeit from a low base. The CPE business was 16.2 for this quarter just ended vs 1.2 for prior year quarter and 6.4 for prior quarter. At 16.2 million, DSL-CPE was about 38% of the business this last year. Looking forward their CEO said ""Based on the strength of the demand for our DSL products, and our ability to scale production and effectively manage our supply chain, we expect total revenue for the year should increase at least to $380 million,'' stated Marc Zionts, Westell Chief Executive Officer. ``We believe our revenue growth will be fueled by our DSL CPE business unit. Total revenue for the FY just ended was $112M so they are looking for 240% growth (ie total revs next year 3.4X this year). While they didn't break out the DSL-CPE numbers, its is obvious that they are looking to DSL-CPE for the largest contribution in generating their forecast $270M in new revenue growth. This confirms a significant piece of the VRTA growth story.