SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Westell WSTL -- Ignore unavailable to you. Want to Upgrade?


To: Skiawal who wrote (14827)1/21/1999 6:24:00 PM
From: Trey McAtee  Read Replies (1) | Respond to of 21342
 
skiawal--

that sounds much better. how upbeat were they? the last few have been like listening to the walking dead. was this any better?

conference plus a hidden jewel? i guess they are finally reading the boards here. we have been saying that since last summer.

did they REALLY say CY2000 for profitablity in DSL? if so, that is HUGE.

thanks for the headsup.

good luck to all,
trey



To: Skiawal who wrote (14827)1/21/1999 8:08:00 PM
From: Archi Bagchi  Read Replies (1) | Respond to of 21342
 
Skiawal:

Could you please elaborate on this $50M from Fujitsu? Well, without cash flow like that, WSTL has only $15M at hand and that can last one quarter, may be two (just going by their balance sheet).

I have been hopelessly hopeful on this company for last three years and only want something big to happen in coming months (thanks to DR and you for your positive postings on the issue).

My biggest concern in not for the technical issues (DMT vs. CAP), certainly not on the future of ADSL (ADSL vs. Cable), but mostly for the simple possibility that a company so lean on cash position can be bought out very cheaply. Left alone, in a couple of years, WSTL is going to soar beyond $50. On the other hand, it may be sold off at $12-$20 range. If you think that is impossible, just remember what happened to AMTX.

What do you think?

AB



To: Skiawal who wrote (14827)1/21/1999 11:49:00 PM
From: steve s  Respond to of 21342
 
Skiawal,
Thanks for your excellent report! If all this good news doesn't push this stock up to the teens in the next month or two, I will be really surprised.
All in my own opinion