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: add who wrote (20302)	9/9/2000 2:43:46 AM
From: kolo55	Read Replies (1) \| Respond to of 21342

Not really... Westell is #1 in ADSL modems. Efficient still holds the lead in total DSL modems shipped, but in the fastest growing segment, ADSL, Westell was tops in the JunQ. Incidentally, MZ predicted this report would show Westell tops in ADSL shipments in answer to a question in the July conference call... so this wasn't really new news. But for the future this bodes really well... the vast majority of residential installations are ADSL, and almost all self-installs are ADSL. Given these trends, this puts Westell in the catbird seat, being the leader in the fastest growing market segment. Wish I understood what is motivating sellers at this level, but whatever. I bought a lot of shares Friday. Paul