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

To: DWCraig who wrote (20100)	8/16/2000 9:56:41 PM
From: Scotsman	Respond to of 21342

Although I have enjoyed the accounting debate that has made up the last 100 posts, I prefer to look at a company from another angle. What are their contracts? How much of the market do they have locked up? I gather, and I must say I am new to WSTL, that apparently this company makes DSL equipment, and this is a hot market. However, there is apparently some concern that the VZ strike, along with delays with the telecoms actually taking longer to install DSL, may impact WSTL's earnings as the accounts recievable may rise significantly and telecoms may reduce orders to work off inventory. My question is once again, how much of this market does WSTL have locked up. If they have 50% of the DSL equipment supply locked up, I'm not going to worry about a few quarters of inventory adjustment. But if they only have 10% or they have no locked up customers, I would worry. Does anyone have any comments on this or answers to this question?