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

To: Kevin Thompson who wrote (10796)	5/14/1998 6:57:00 PM
From: g.w. barnard	Read Replies (1) \| Respond to of 21342

does anyone know what the cc playback number is? i call but they told me one was not available?? thanks in advance gw

To: Kevin Thompson who wrote (10796)	5/14/1998 11:19:00 PM
From: Trey McAtee	Respond to of 21342

kevin-- 45 million? i thought it was 40.5, but i guess we are splitting hairs<G>. i took about two pages of notes, i will attempt to summarize. my apologies about the length, but it was an excellent call. i liked that they used conference + for the call. in addition, i like the fact that c+'s revenues are UP 60%. this could be a division that no one has looked at, but that could provide a great deal of value to shareholders. in addition, a number of RBOCs are using conf+. i am encouraged by the division. new chair seemed drugged. they were very careful about forward looking statements, probably as a result of seamens. i can not qualify this, but it seemed to me liek they were trying to distance themselves and the company from seamens. i am gald of that. rev + 18.4%. seamens departure cost around 600k, so we would have beaten estimates if they hadnt had to pay that out. i guess he had to get one more screw in there. no suprise about DS0 and DS1 rev's evaporating. also no suprise about DSL pricing pressure. it seems though that they are more than able to handle that since margins were up almost across the board, which i see as extremely encouraging. also, zionts quoted someone from TXN about the relationship. was very positive. i think we can handle prices now, at least as well as ALA. the real news is the increase in margins and the decrease in expenses. the results would have been much better had seamens not been paid severence. G&A did rise, mostly due to expanded infrastructure. S&M down 7% which i really love. zionts did his recap of the q, what he promised and what he delivered. he handled it very well, though i wish he had MEMORIZED the script since it would have flowed better. 5ESS product this year, with LU selling it. DSC almost ready for commercial rollout. he indicated that he thought we would capture business from other ILECs, like USWest, and that we probably would get business from GTE ILEC. he expressed that the GTE CLEC relationship was intact and strong. bill, i remember you mentioning soemthing about this relationship. does that concur with what zionts said? by end of may WSTL will have interop center ready. will be good in that we can make our stuff work with everyone elses. a WSTL dslam with a ALA res modem, anyone? WSTL and FTELs relationship is sound, and is worldwide. LUs wildwire is a g.lite implementation. WSTL may use the silicon if its advantageous. he indicated that wildwire didnt really compete. DR.TECH was right on the money about the GTE ILEC deployment. it is also a non-exclusive deal so we could end up with some of it. pricing didnt seem to be the issue though, it was more along the lines of a frame relay issue just as DT said. WSTL will have FR capabilities soon. DMT will be ready for BEL. ICG-- maybe, maybe not. non-committal. BellCanada is still buying WSTL equipment. margins will continue to increase, even in the face of pricing pressure. big question about DLCs from the rather perceptive guy at NB Monty. the demographics for deployment of DSL is where many DLCs lie. i expect WSTL to grab most of this business at all ILECs until someone else has a solution. say good bye to the exclusive contract idea. its going to be mixed from here on out. did talk to much about the redback(i thik thats the company) SW. from the ADSL panel, i got a pretty good impression that management SW was a big thing. zionts should have gone over this more. depo is coming this summer from BEL, the ramp will be faster than expected. others may be involved, but the initial deployment is all us. company is in a good cash position, but they may need to raise cash for ramp. this, IMHO, will be considered bullish and will drive stock higher.paradyne and netspeed are not seen as big competitors. most LECs want a standards compliant solution. looks like CSCO picked the wrong company<G>. cable is going to drive the telcos into deployment this year in the US. its only a matter of time. thats about it. i dont think i left anything off. i feel much better about the company now. stock should go up 1 tomorrow, if the analysts were really paying attention. the notion that one company will supply exclusivly is dead, and this is a big positive for WSTL since it means that business we 'lost' can be regained. in addition, the company itself is looking better, much stronger. good luck to all, trey