SI
SI
discoversearch

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 -- Ignore unavailable to you. Want to Upgrade?


To: Jon Taulbee who wrote (18412)3/29/2000 3:18:00 PM
From: Michael F. Donadio  Read Replies (2) | Respond to of 21342
 
Westell a diamond selling for coal.

Read the Hambrecht and Quist report. This prestigious technology analysts group can't make the point any plainer. "A DSL leader at bargain basement prices." While most technology is so overpriced, here is a leader that isn't.
westell.com
From H&Q:
<<"With the renewed growth in the Company's DSL businesses we now believe that the stock remains quite inexpensive and that investors are being presented with an additional opportunity to buy a DSL leader at bargain basement prices. Westell's management team has patiently waited a long time for the DSL market to begin to see the type of growth as we are experiencing in the market today. We believe their ship has come in and we encourage growth investors to hop aboard now.
...
Again, the train is leaving the station
and we believe that the only thing that can slow Westell's growth at this point is an inability to execute and sufficiently meet their customer accelerating demands. However, we remain quite confident that this management team possesses the ability, drive and the properly alighned incentives to continue to execute at or ahead of plan.
...
The Companies' stock continues to trade at less than 4x CY01 sales while directly comparable stocks trade in excess of 25x CY01 revenues. ... We find this investment opportunity attractive to even the most cautious technology investor....our conservative $70 price target.">>


It isn't often you have the opportunity to buy a hot technology stock whose upward potential is so spectacular compared to its downside risk. No longer a story stock, this company is actually making and sell products as fast as it can. Don't you wish you had bought Dell in '91. You can't do that, but you can buy Westell today.

The PC era is over, this is the age of bandwidth. If you don't believe me, ask George Gilder.

Go WSTL,

Michael