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


To: Skiawal who wrote (9121)1/24/1998 5:46:00 AM
From: Skiawal  Respond to of 21342
 
Question...What's wrong with this picture?

1. WSTL has some of the largest customers in the world...BA, BT, GTE, Plus One to Come, plus LOTS of little ones!

2. WSTL is partnered (Strategic Allianced) with some of the largest companies in the WORLD... TI, LU, F-Tel, DSC, MOT, plus lots of little ones!

3. I don't think (my opinion) any other xDSL company has what WSTL has as mentioned above...not even Alcatel.

With number 1, the orders will come. "If you build it they will come."

With number 2, only leads to more sales through their alternate distribution centers. More sales equals MO Money$$$

With number 3, only leads to WSTL being a definate WORLD MARKET LEADER!

So I repeat...What's wrong with this picture?

ANSWER...THE CURRENT SHARE PRICE OF WSTL!

Is it really this obvious or am I missing something?

NOT to forget the pure value (around $9/shr.) of WSTL EXCLUDING their xDSL value!

Now that I have explained why it should be a $30+ stock, somebody please explain to me why WSTL should be a $14 stock.

Since it was this thought that woke me up in the middle of the night, now that I got it off the tips of my fingers, I can go back to bed. Good night and/or good morning!



To: Skiawal who wrote (9121)1/24/1998 7:52:00 PM
From: Trey McAtee  Read Replies (1) | Respond to of 21342
 
richard--

you make an excellent point, but i am still a little upset with them for keeping so quite during december. it would be good if management could be a little more proactive in dealing with wall st.

i am very pleased with zionts. seems to be a very capable man.

good luck to all,
trey