Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Sir Auric Goldfinger who wrote (19421)	7/15/2000 4:47:17 PM
From: g.w. barnard	Read Replies (1) \| Respond to of 21342

Gold, Your ramblings are as amusing as the figure you subscribe to represent!! gw

To: Sir Auric Goldfinger who wrote (19421)	7/15/2000 5:15:48 PM
From: LiPolymer	Read Replies (3) \| Respond to of 21342

Goldilocks, thanks for the humorous posts. 8-) You are obviously old, but derelict, too? Really now... I can imagine your arguments years back in regards to PC's: "Who will ever need more than 64K of memory? Who will need a hard drive when you can get dual floppies? Where is the killer app?" LOL! Is it not clear the Internet is being woven into the very fabric of our lives? It is all about increasingly diverse and complex content being delivered to business/consumers to add some value or satisfy some desire. Don't you see that a bigger pipe is needed? Maybe not, and your position is really based on a flawed fundamental analysis and not just a transparent manipulative ploy. Either way, that's too bad for you. Ever hear of "build it and they will come"? You are looking the paving and widening of all the side roads on the information super highway. Your communication style reveals a certain arrogance which left unchecked will most likely lead to continued bad judgment. Not that we should wish more people were just like you in many respects, but you are willing to pay for DSL and so are a lot of other people. It would appear the service cannot be rolled out fast enough to satisfy the pent up demand for bandwidth. Although you underestimate the abilities and patience of people (that arrogance thing again) the newer modem designs allow for increased ease of installation. We are just hitting the ramp, so isn't it a bit early to start separating the wheat from the chaff? There is still plenty of room for bigger to become smaller, and vice versa. The horses are two strides from the starting gate and you're ready to call the race? Go right ahead... The GPM issue is well understood and is being addressed by management. There are efficiencies yet to be gained in component and manufacturing costs. You would be correct in saying sequential improvement in GPM is the most crucial issue going forward, but don't be so arrogant as to count them out so quickly. With all due respect...

To: Sir Auric Goldfinger who wrote (19421)	7/15/2000 6:28:49 PM
From: Skiawal	Respond to of 21342

Auric...you say <but the point is that most people have no use for the speed, nor do they want to pay for it and MOST of all, they do not have the patience to deal with hooking it up> Just re-read it and you will see for yourself that is the most ignorant thing you have said yet on this board. I suppose you believe "If it aint broke don't fix it"? Then we would never have had a phone, microwave, refigerator, airplane, etc.... And you also say... <It ain't gonna get any better either as the bigger players can manufacture to an open standard and take the manufacturing yield up the curve.> True the bigger players can manufacturer CPE's but why hasn't anybody been able to make a better French Fry than Mc Donalds?...WSTL builds a "DAM GOOD MODEM" and thats all that matters. AND YES PROFIT MARGINS WILL AND ARE IMPROVING. The numbers will prove themselves as they have over the last year!

To: Sir Auric Goldfinger who wrote (19421)	7/15/2000 6:29:12 PM
From: the hube	Respond to of 21342

Go back to a dial up at home and tell me that high speed access is not in and of itself a killer ap. What do you think makes you any different than anyone else when you say that most people have no use for the speed? What do you use it for that is so much more important than anyone else would use it for?

To: Sir Auric Goldfinger who wrote (19421)	7/15/2000 6:30:26 PM
From: Skiawal	Respond to of 21342

Auric...you say <but the point is that most people have no use for the speed, nor do they want to pay for it and MOST of all, they do not have the patience to deal with hooking it up> Just re-read it and you will see for yourself that is the most ignorant thing you have said yet on this board. I suppose you believe "If it aint broke don't fix it"? Then we would never have had a phone, microwave, refrigerator, airplane, etc.... And you also say... <It ain't gonna get any better either as the bigger players can manufacture to an open standard and take the manufacturing yield up the curve.> True the bigger players can manufacturer CPE's but why hasn't anybody been able to make a better French Fry than Mc Donalds?...WSTL builds a "DAM GOOD MODEM" and thats all that matters. AND YES PROFIT MARGINS WILL AND ARE IMPROVING. The numbers will prove themselves as they have over the last year!

To: Sir Auric Goldfinger who wrote (19421)	7/15/2000 6:38:58 PM
From: the hube	Read Replies (1) \| Respond to of 21342

WSTL's margins are irrelevant over the next three or four months. The DSL hype machine is just starting to kick in, and I would not be surprised at all to see WSTL at 100 by the end of the year--I also would not be surprised to see it at 20. From here, it looks like a great short term play, and that has nothing to do with fundamentals. I agree with you that DSL will be a commodity at some point. My favorite way to invest in the DSL rollout is WIND. 47 of the 52 DSL vendors are customers, as well as 49 of the 52 cable modem vendors (also 9 of 11 lan switch vendors 9/11 L3 switch vendors and 7/11 router vendors).