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


To: Shaw who wrote (21276)1/31/2002 11:46:42 AM
From: Shaw  Read Replies (1) | Respond to of 21342
 
From what I understand WSTL is Verizon's 100% source for DSL modems, so based on hefe's post regarding Verizon's expected increase in DLS customers by 600,000 to 800,000 for 2002, that is a lot of modems. Maybe someone out there would like to crunch those numbers, and project what it could mean to WSTL's bottom line.

Once again the volume of selling in WSTL is low, which I choose to interpret as a good sign.

Also don't forget that according to the CC, the margins on those modems will get much better, as WSTL rolls out its new modem platform.