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


To: SteveG who wrote (7703)11/19/1997 1:23:00 AM
From: Trey McAtee  Read Replies (1) | Respond to of 21342
 
steve-

on GTE ILEC contract:

100k lines. maybe for year one, but i dont think that will be a multi year contract. if they deploy on 20% of their lines, thats 4million+, then you have to add BA/Nynex to the mix.

as you said, and i agree with, i want to see some numbers in these announcements. i dont care if they loose money on the first few, as long as they undercut the competition it is positive.but, i do want to see something concrete.

what happened in the stock today? IMHO, it played along with the overall market. i dont think anyone really expects it to stay below 20 for too much longer. we have contracts now and i think the revenues (and the almighty positive EPS!!) will start in this q.

for all: any ideas on the other two contracts?

good luck to all,
trey