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

To: P314159d who wrote (20526)	9/24/2000 2:22:57 AM
From: jeremic	Read Replies (1) \| Respond to of 21342

If you guys haven't noticed our new friend Mark seems to have a strong Efficiency bias, so he comes over to Westell and posts over 20+ messages on the minutia of the CPI valuation. Although I tend to agree with the conclusions of his analysis, I'm incredulous as to why he has spent so much time promoting this view. Perhaps its to distract us from the fact that WSTL has indeed gained significant market share from EFNT in the ADSL CPE space and will continue to do so. I agree with Pi that this current quarter will be interesting and that DSL installations seem to be gaining momentum once again - don't forget the BT/Fujitsu DSLAM ramp is happening faster (and with greater penetration) than expected - these numbers will be important in the next earnings release. fwiw jeremic