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


To: steve s who wrote (14516)1/6/1999 11:02:00 AM
From: Michael F. Donadio  Read Replies (3) | Respond to of 21342
 
Steve, your statement about profitability sounds good by flies in the face of stocks like Amazon, Yahoo, E-bay or even Aware. What is needed is clear indications of ADSL deployment, long range contracts and growing internet activities that require high speed access. When that mixture comes together and Westell is seen in the light of an integral part of the internet development, I believe it will take off. Whether or not it is profitable at the time will not be its most salient characteristic. Revenue growth and earnings growth I feel will be more important.

JMHO,
Michael



To: steve s who wrote (14516)1/7/1999 3:33:00 PM
From: Trey McAtee  Respond to of 21342
 
steve--

the taiwanese wont pay...they will work around the IP. AWRE will go bankrupt trying to sue them.

good luck to all,
trey