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: Michael F. Donadio who wrote (20311)	9/9/2000 10:54:43 PM
From: P314159d	Read Replies (2) \| Respond to of 21342

Michael, it will matter more when the routing software gets downloaded to those already "capable" modems. The software is bought and downloaded to the modem for adding features such as multi-user routing. Margin add begins in sep to dec qtr, but will be discounted no doubt to 40 to 50 bucks or less. Still it is an added reason to have that extra base cost in the modem. But WSTL must do better on the material management to control margin problems. EFNT has done a better job here than WSTL in the last two qtrs. WSTL should be close to made up by next qtr. Maybe halfway this qtr.