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 (20414)	9/13/2000 11:11:18 PM
From: Mark[ox5]	Read Replies (3) \| Respond to of 21342

While I dont see the TAP CPI business as a negative other than a "distraction" (but i dont view it that way) I am looking 6-12 months out and as a % of revenue 12 months from now, these business lines will be inconsequential. Hence to a non techie like me who looks at revenue in his head 6 to 12 months out, I see a business with 4 business lines.. granted the slower growing are higher margin and yes growing (but nothing like the DSL business) and in 1 year I see a company with 1 business line dominating the company (90+% of sales) and 2 others (CPI/TAP) that are still there and really in the big scheme of things don't add much in terms of revenue growth potential ... and this will only get exaggerated as we move out to 24 month time period. So I guess from my perspective, at this point and over the past 9 months when DSL was not a big part of overall revenue stream I would not consider them distractions, but going forward looking at the company and where it could be in 12-24 months the revenue allocation will be a pie chart that looks like Pacman on steroids, with DSL being the pacman and the other business lines being the small pie piece left... And those are the businesses that the market has viewed worth $6-$8 over the past 2 years of WSTl stock existance.