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

To: P314159d who wrote (18005)	2/15/2000 10:31:00 AM
From: duncan moyer	Read Replies (1) \| Respond to of 21342

Right now, 0725 Pacific with a SI real time quote at 28 1/4 Art Hogan is mentioning WSTL on CNBC as a pick and shovel supplier for the cable vs DSL war that is heating up this year.

To: P314159d who wrote (18005)	2/15/2000 2:06:00 PM
From: Mad Bomber	Read Replies (1) \| Respond to of 21342

That is the most bullish comment I have ever seen you make! So are you loading up the truck then right now regardless of price? Or building a large position on pullbacks? OR watching and commenting? I went ahead and got 1000 at 27 5/16 thinking 20-25 would be long range downside. Could obviously go lower if NAS tanked, but teens would be major buying opportunity. I looked at all the other companies at the "Buy side analyst" meeting and it appears to me that WSTL is actually in pretty good position financially relative to others (i.e. Rev, market cap, earnings, etc.). Did not go in depth, but did notice companies with triple WSTL's Market cap, less revenue, and less earnings. SOOO...the point: WSTL could have 75-100$ price target looking solely at peer valuations. However, a NAS crash or crisis would blow that out of the water and return to more traditional valuation methods, which might put them in the 20-50$ range depending on revenue and earnings next couple quarters. MB