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

To: Mark[ox5] who wrote (20476)	9/21/2000 1:21:01 PM
From: Mad Bomber	Read Replies (1) \| Respond to of 21342

Are you considering the INTERNET FACTOR?? Many internet companies have gone over a billion with little revenue and negative profits. Remember, the revenue growth in the past has come from older teleconferencing technology. They have been trying to leverage their current customer base to offer IP web conferencing, ASP offerings, etc. That is why margins were down last Q, because someone must actually be buying the stuff and they are investing to set up infrastructure. Try and imagine the same RBOCS that use tele conferencing hosting business apps with CPI. ASP is wave of the future, will be LARGE pie. Compare WSTL against ASP's with blue chip customers as well. Just some thoughts, regardless, the street gives WSTL ZERO credit for CPI. MB