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

To: add who wrote (20799)	10/12/2000 2:47:08 PM
From: Mark[ox5]	Read Replies (1) \| Respond to of 21342

The stumbling by SBC is not "old news"; it came to light in the past 8 weeks and no one put any hard numbers to it. All we knew was they only installed 36,000 lines as of mid August... all we saw was guesswork for the remaining 7 weeks of the quarter. 2 days ago we finally saw a "tighter range" published for the quarter end number for SBC, so I think it is very applicable and not old news. But I digress, I only post FUD. And Remember GTE is "awesome", so there are no worries. P.S. I wonder if MZ will buy back the shares he sold 200% higher than this level (at nearly $29); should he be asked this question at the CC< or will it all be softball questions? No way did he know that it would be advantageous to sell 50% of his position right before the SBC problems became public.

To: add who wrote (20799)	10/18/2000 6:34:24 PM
From: Mark[ox5]	Respond to of 21342

Hi Mr. "Add"; I will accept your apology and your "crow" now.... thanks for the nice try. You have lying management... guided Kaufman 1 week before the end of the quarter to CPE 65M-70M, came in at 49M? A week before the quarter ended. looks like WSTL was NOT stealing accounts left and right from EFNT after all... so much for all the hype. CPI - no growth TAP - no growth CPE - huge negative sequential Transport - huge growth but that is Lucent and Copper Mountain territory, ultra competitive DSLAM - fun fun. I will await Mr. MZ and his "damage control" tommorow.. also cant wait to hear the progress of the IPO of CPI... sheesh. MZ and WSTL management you have ZERO credibility. Wall Street is putting you back in the doghouse now.. you put huge egg on Kaufmann's face. I feel bad for the people here who are decent, respectable and do DD, and "dared" to believe management; you should be able to trust your company's management.. we are all pawns to what they say.... what a crock of BS. Looks like its EFNT and ALA from here on out... WSTL can keep its ADSL line .. oh yes gross margins on equipment side lost 3% sequentially on top of everything else. (looks like CPE is somewhere in the 9-11% range GM) Yet somehow the poor sister EFNT was able to go up 6% to 32.5%. Anyhow, for the majority of you WSTL investors I feel bad that overpaid management can get away with this stuff. WHat a joke MZ.. you started your reign at WSTL $12.50/share and in 3 years you have done zilch to add shareholder value... misleading analysts is not the way to do it.