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

To: Bruce Kuhn who wrote (20437)	9/16/2000 11:51:38 AM
From: LiPolymer	Read Replies (2) \| Respond to of 21342

Bruce, where did you get confirmation of this? So, then why would MZ tell Kaufman Bros this week to only expect $65-70 Million in CPE sales. Word of mouth, analyst report, ... ? TIA, Gary

To: Bruce Kuhn who wrote (20437)	9/16/2000 11:34:23 PM
From: P314159d	Read Replies (1) \| Respond to of 21342

Welcome to Westell Side Story, Bruce as I haven't seen you post here. I like my numbers, because they worked last qtr quite well and this qtr it seems even more important (to point out good news is a miracle!). >> why MZ would low ball KBROS so much, I would like to trace the MZ vs. WS factor, but we only have one, maybe one and half qtrs to look at. It may be in the 'nads, maybe not. I will incorporate the data going forward, but haven't yet. "nad" info doesn't graph well you know, so I stick to the data. Ever wonder why they didn't preannounce such a good quarter last time? You will wonder this qtr after they beat the Street by4 or 5 cents. I can only say that the company never "guided" analysts higher last qtr to the 60m area or 350K units(I think they kept the Street some 20 to 30% lower) because they were focussed on the Earnings so much (and maybe get the good numbers to dump some stock! <G>). And they may have some similar trouble meeting the eps this qtr... But I believe I have a good basis for the EPS right now on the company unless they have made some major changes to the OpEx this qtr. Could they get to 550? I will doubt that as well as all of the crap I have heard of suggesting inventory slowdown problems Could they be building inventory for next qtr? Now I don't have great data on the inventory side, but last qtr, they already looked like they had a good build for this qtr.... Like they wanted to ship some 700K as I figured it. Using a straight ruler, I suspect that got toned down, but not left ENTIRELY to be made up for next qtr. I figure the CFO has a good head on his shoulders and would not want a huge build with the "great " cash position he works with.. Nope, I figure they have stomached enough and will end the qtr real sweet on DSO,etc and VRTA data will figure in nice, give or take 50K. Cuz they may need more than the 700K this quarter. CI & Xmas. JMHO, hope you are long here, easy double, reasonable 5x per annum.