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

To: P314159d who wrote (20961)	10/20/2000 2:07:51 AM
From: Mark[ox5]	Read Replies (1) \| Respond to of 21342

S&M is aggressive because they are 1) international <offices in Amsterdam / Singapore> that will add some expense plus travel costs incurred go up 2) adding customers like crazy Did you see the top 10 customer list? Sprint and Worldcom are now there; CEO said this is next big opportunity.. these 2 carriers AOL Telefonica (Spain and South America) and lo and behold, British Telecom. Their top 3 customers went from 72% of overall sales last Q to under 55% this Q... this is impressive diversification in such a short period of times. It all comes from aggressive sales and aggressive pampering ..errr..marketing(kissing ass) They were down $3M in SBC sales, flat on COVD and Hanaro (those are their top 3 clients) yet were able to grow 25% sequentially overall. Where is that coming from? Sales Dept. MZ finally figured this out ... "oh we need more than 3 customers after all". Also they held sales expense FLAT from the previous quarter (sequential spending was nil)... which is a beautiful thing. And R&D up from $9M to $13M. Also a good thing.. investing in yourself. I will leave it at that on this board; Im sure no one here wants to really hear about it. I only started posting today in response to someone's EFNT comments and then that Bruce Albeda CPE figure for this Q.. left the jaw hanging