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

To: kolo55 who wrote (19453)	7/17/2000 12:31:24 PM
From: charlie mcgeehan	Respond to of 21342

gross margins? i have no idea. i'm not a fundamentalist. this stock has moved from 15 to 26 1/2 without a even a burp. there is a ton (and i mean a ton) of resistance at 29 and every time it hits it(historically) it pulls back either to the $15 range or the $20 range. my experience tells me it is likely to do the same. if you tell me there is a HUGE change in the fundamentals or if WSTL's place within its sector is different or if the sector is in an unstoppable rise it may break through 29 - but i don't think any of those three apply here. JMO and i don't mean to rain on your parade. if you are currentl;y long i know this is a great time for you. however last earnings run i saw the very same enthusiasm here and then disbelief and uncertainty. if you are an investor perhaps the up and downs don't mean much to you, if you are a trader (and i am) i just think you should at least be aware of the possibility of making even more money by going short (if and when) it reverses. i wish all of you here good fortune in your play. charlie

To: kolo55 who wrote (19453)	7/17/2000 12:33:03 PM
From: Anthony Tsai	Read Replies (1) \| Respond to of 21342

Btw, Bell Atlantic is beginning to call people to sign up for its InfoSpeed DSL service. Bell Atlantic called my brother Friday telling him that DSL is available in his building. Anthony

To: kolo55 who wrote (19453)	7/17/2000 3:05:19 PM
From: Michael F. Donadio	Read Replies (2) \| Respond to of 21342

Hi Paul, Taken directly from the latest Kaufman report. This clearly contradicts what AG or btrader on the yahoo thread have to say concerning gross margins: GOOD NEWS ON THE GROSS MARGIN FRONT ....With CPE revenues expected to increase by over 500% in FY01, we expect the company's gross margin to move up toward an eventual goal of 35-40% by the end of FY02.... we think the 17% gross margin reported in the March quarter will prove to be the low water mark. Our forecast calls for an equipment gross margin of 23% in FY01 and 31% in FY02. With Conference Plus'gross margin likely to stay at a rock steady 40%, this ought to lead to a 25% overall gross margin in FY01 and 32% in FY02. This information does not satisfy the likes of AG, or btrader70 on the yahoo board who constantly assert GM are falling. I suspect an agenda. Matt_the_Pilot has repeated pointed this out to btrader but to no avail. If you can get AG to more than grunt, I doubt he'd agree either. They either can't read, they disagree with these conclusions, or it's not to their interest to assert agreement. If they have additional information the general public does not have, they don't present this either. It will be important to carefully look at this at Thursday's CC. All the best, Michael