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

To: SpecialK who wrote (18885)	5/22/2000 2:06:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 21342

"Has it sunk in to people that they are expected to go from 122M to 380M in revenues this year." SK- More than likely most know this by now. The problem is what I mentioned upstream and what mike cobble also agrees with...MARGINS. That's the painful WSTL part. And being a CPE specialist, does this go with the territory? Will demand give WSTL pricing power? Both, $64,000 questions. In other words, is CPE turning into a commodity business. I still don't understand....well no use me going into it again. It's all upstream. -MikeM(From Florida) PS Where did you find the possible preliminary Q1 announcement plans after SuperComm?

To: SpecialK who wrote (18885)	5/22/2000 11:53:00 PM
From: P314159d	Read Replies (1) \| Respond to of 21342

Those numbers aren't right SK. You forgot the TLTN merger incorporates the FULL 13 weeks next qtr and not just 2. Thus projection for revs. is 85-90m and the comparison of 380 vs 120 must include the expanse of shares for the merger related revenues being added. but using the simple rev/sh number growth can still be pegged at (122/37.5) vs. 380/57.5. or 3.25 vs 6.6 per sh. (still 100%) I agree to expect much higher revs coming up probably to accommodate slower margin growth. Either way the stock should double from here with limited downside.