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

To: SteveG who wrote (8532)	12/22/1997 1:40:00 AM
From: bill c.	Respond to of 21342

SteveG: >> First of all, cause that's the number we've been using this evening. << Last CC, Westell announced profit margins above 30%, that number should be used. Line costs of $500-$600/line should also be used because that is what BA/Telechoice/Westell publicly announced. >> Personally, with so much unknown, I would want to err conservatively and would have to be able to live with the more conservative estimates ($16 or less in 99). << Bell Atlantic has a 4 year contract, GTE CLEC has a 3 year contract. These aren't unknows... Gary indicated numbers close to 1 million lines in 1999. >> I don't like this undefined medical leave stuff at all. I think the market agrees. When CEOs get sick with REAL diseases, the stock can suffer. Any chance Seamans steps down? And where are those contracts? << Gary is sick, we should expect him back in 3 months. You surely understand that Westell can't announce those contracts. If the market wants to play with the stock price, Oh Well... I own my shares and I don't play with options. I can wait it out.. until later.