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

To: MikeM54321 who wrote (18884)5/22/2000 1:57:00 PM
From: SpecialK  Read Replies (2) | Respond to of 21342
 
Mike,
That is a good find, phenomenal growth. There is a surprise waiting.

Didn't they say the BIG customer will be announced at SuperComm on the CC? That is June 5th-9th, I think.

Then a few weeks later, they will announce preliminary Q1 results, Then on July 20th, they will announce 70M in revenues vs. 43M just announced. This stock will soar.

Has it sunk in to people that they are expected to go from 122M to 380M in revenues this year.

They had 16M in DSL CPE this quarter, and estimate 35M next quarter. It will likely be 40M (surprise). That's a 24M increase there, the rest of the business should 43-16=27M should grow 10% sequentially, that's 3M more.

Add the 24 and 3 to last Q's 43 and you get 70M



To: MikeM54321 who wrote (18884)5/22/2000 4:34:00 PM
From: mike cobble  Read Replies (1) | Respond to of 21342
 
MikeM, that elusive statement was made during the Q&A part of the cc at the end. You should find it if you relisten. But Zionts mentioned a couple times that margins would improve and the component costs were hurting margins, this would improve as other suppliers came on board, this was going to happen quickly. That was the jist. Good Luck, m


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