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

To: Skiawal who wrote (20188)	8/22/2000 12:55:50 AM
From: couldawoulda	Read Replies (1) \| Respond to of 21342

Skiawal - re: revenue estimates As you know, Syed E Haider over at Frost Securities reiterated his strong buy rating on the stock today. Analysts happen to be in constant communication with the companies they issue coverage on, so I don't think earnings are at all a question mark here. In fact Haider increased his 12 month target from 55 to $80.00, putting to rest any potential fears that for one the Verizon strike is going to have a negative impact on earnings. With that said, it is indeed quite hard to figure out why WSTL is trading at where it is. No-brainer at these levels? I have no idea, but to have analysts even besides Haider anticipating a 450% increase in the stock between now and 12 months.... what's uupppp??

To: Skiawal who wrote (20188)	8/24/2000 12:31:14 AM
From: P314159d	Respond to of 21342

I don't think they can say any better than you printed, SKI. Because the ramp from customer installs is unknown, the needs in Sept. are unknown or if they are to make up from the earlier weakness in July at the same time. Remember too that significant sales are beginning this qtr for TSG as MZ pointed out in the CC. If they meet that 10% target and add in TSG and hit 2 points on the GPM you get to .08 or .09. I expect better GPM this qtr to offset weakness, since if MZ misses the .08 boat, um he won't be picked as a "survivor". Nite.