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: Frank Ferrari who wrote (14869)1/25/1999 2:24:00 PM
From: Trey McAtee  Read Replies (2) | Respond to of 21342
 
frank--

>>I am trying to create some kind of
revenue model and all I come up with are more questions<<

welcome to the club! we have as our logo a question mark.

it all depends on the forward pricing, and it also depends on the product mixes, neither of which are very obvious. the last time i actually looked at numbers i computed everything based on just CPE sales...no DSLAMs, etc. the problem was i priced the units MUCH higher than the price WSTL is really now getting for them.

the bottom line is not to worry about it for now. one thing that would be good for the company is to set up a cellular like sales operation, where the company gets a revenue stream instead of a lump sum payment for the equipment. that makes it more affordable for BEL...and WSTL.

good luck to all,
trey



To: Frank Ferrari who wrote (14869)1/26/1999 8:43:00 PM
From: Dug  Respond to of 21342
 
Hi Frank,

<When is this down turn likely to stop?>

Nice bounce from a break of resistance @ 6 & 1/2 but I didn't like the touch below @ 6 & 7/16 so I for one can't answer your question but I do have 6.5 as resistance while keeping in mind Im still an amateur w/ no position who is limited on time. Id use two closes below 6.5 as an indicator if 7.5 isn't taken out in a strong manner.

<I am trying to create some kind of revenue model and all I come up with are more questions>

Good luck & Id think that since a few @ Wstl are Bell sucks that some take rates should have been offered via the CC. Anyone get those as again I didn't get to attend?

Dug