To: Trey McAtee who wrote (13699 ) 10/27/1998 10:37:00 PM From: DR.TECH Read Replies (2) | Respond to
I suggest this thread to use their collective brain power to tell mgt what YOU as a shareholder would like them to do...There is a scheduled board meeting at begining of Nov so this is the perfect time to be heard...I have enclosed below a copy of my previous thoughts to MGT to promote ideas...However, a few points...In my discussions with MZ and his thoughts on BEL he gave me the impression that he felt WSTL could be breakeven monthly on the BEL deal by Y/E based on the quantities they are expecting and profitablity with this contract would be depend on BEL ordering at a greater rate starting in JAN 1999. With NJ& NY in Jan 99 I think it looks good...Also, you must realize that R&D has been concentrating on DMT products...LU 5ess & SLC-2000 , DLC, DSLAM & CPE all with DMT engines...These products can be developed using beta versions of TI chip..Last year the street bitched about no DMT now you want to bitch about the R&D that gives them CLass 2 DMT...WSTL has 26 million cash and just got a 15million cash line, my belief is the only dilution that makes sense is one that strategically gives WSTL the ability to win OUTRIGHT contracts...lastly MZ reluctance to talk about BC in CC I feel is more due to ALA...It has always been known that WSTL would faze out of BC for ALA but what if BC started using someone else with ALA ...MZ didn't want to tell the street this..It would piss off ALA..I not saying its WSTL but its not going to be all ALA for now.....MZ will be in NY next week for Wall street foroum presentation...TELL the board what you feel as I did below................
