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


To: Logain Ablar who wrote (19402)7/14/2000 10:05:08 PM
From: P314159d  Respond to of 21342
 
Near term trade notwithstanding:

reasons to be long:

1.) SBC and project Pronto
2.) BEL getting the Shiites out the door, finally
3.) BT just getting started.
4.) GPM is at a nadir, 20% of 100K units or 250K units and you get to break even (tell that one to those dotcoms!) plus a few pennies. What about 25% or 30% of 600K or 1m units per qtr? It is coming and you always own a stock 3 to 6 months BEFORE it comes about. This is it.
5.) Next gen products are near ship dates, some can produce whopping millions upside. Again the 3 to 6 month anticipate factor.
This will get talked about next qtr a lot. Now I can see it.
6.) Investor interest, to a degree is back with RBAK and CMTN get up to the old highs WSTL, EFNT doubles, and evenThe Street.Com mentions lowly WSTL??? Gotta change here soon enough.

I got more but I get tired of tootin' horns.
I hold that we can move up into this earnings thing with the market, but be careful as we approach resistance. And that we is not WSTL, but COMPX. Already one divergence is in place, the next one is put buying time. i say we correct and double again.
That "we" is WSTL not Compx.

Here's the rock, letting go of the paper this next week.
(I got some matches when I need them and poof)