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

To: P314159d who wrote (19804)	8/2/2000 11:17:12 PM
From: Skiawal	Read Replies (1) \| Respond to of 21342

<You have identified why the selloff is so fierce. They do have a cash problem. Growth fund managers hate cash trouble, you won't get a growth multiple with negative cash flow> So you believe that this sell off is due to cash problems? Why would it have taken the street over two weeks to react now? Are you suggesting that Auric is right...< And the WSTL 10Q will be on the tape by 08/15/00. The cash flow and balance sheet will show all the crap.> MZ was very specific about the fact that the Line of Credit they have secured will be sufficient for the fiscal year...Are we not to believe him? He has been truthful to the street since day one. Margins are improving, Earnings are Positive. Outsourcing is helping reduce costs while helping cash flow. DSL has arrived... CMTN and EFNT getting killed just as bad. Maybe its just the Nas getting killed? Maybe its just the simple fact that the chart says we go lower? Maybe? Maybe WSTL needs to change to the NYSE?

To: P314159d who wrote (19804)	8/3/2000 10:05:34 AM
From: Michael F. Donadio	Read Replies (3) \| Respond to of 21342

Cash Flow Wisdom -- OR Should we borrow & spend to invest in our business when customers demand is gobbling up our products faster than we can make them, and worldwide demand in DSL is literally exploding into the forseeable future??? (In spite of Jefferies clueless downgrade). OR Should we just make what we can at our Aurora plant based on our current sales for fear that the likes of great "entrepreneurs" like Auric Goldfinger will use 'cash flow' as an excuse to short the stock to other equally clueless stockholders?? ******************************* Nay!! Let EFNT have the business. We need to placate the likes of AG, (even Mad Bomber & Pi -- et tu Brute) who will castigate us for GROWING OUR BUSINESS to the momentary detriment of cash flow. We're here to placate 'stockholders' who don't even want us to exercise our just deserved stock options because -- Hey someone might think we have no faith in our company. We shouldn't be businessmen but Franciscan monks. We know SBC wants our products. We know VZ wants our products. Sure European demand is just starting to take off and we have a great CO business with BT via Fujitsu -- but heck we can't make enough products. We're already manufacturing 24/7. That's enough. -- You say we should outsource and spend money to support our growth. No way.--- What would AG say. Sure we can have banks like La Salle gladly give us a $30 million line of credit, because -- hey, they look at the balance sheet and say -- Gee you guys are making money hand over fist with a lot more down that pipeline!! But Gee, I don't know, dare we go for that business? Wouldn't it upset AG, or MB or Pi. They'll say we have a cash flow problem. We all know how efficient the market is and how fairly it prices stocks. Gee, look at all the great dot.bombs that used to be. ********************************************************************************************************************* I say WSTL management knows what its doing, that's why I invest in WSTL. Thank heavens we don't have the likes of AG running the company. WSTL is using their cash and credit to support growth --- not to have parties. The business is there, great management take advantage of those opportunities. That's what great companies do to make them great. Lots of buying opportunities in the market today** thanks to the likes of AG and other clueless investors, Michael P.S. I reject that the decline in WSTL has anything to do with the company. Its decline is related to a negative "market psychology" which is giving the shorts free reign.