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


To: Frank Ferrari who wrote (14975)1/30/1999 5:01:00 PM
From: Michael F. Donadio  Read Replies (2) | Respond to of 21342
 
Frank, Westell will have its day. Check out this post from William Clopton that was on the Aware thread:

exchange2000.com

AWRE
Book Value $1.77
Price to Book Value 23.47
Revenue per Share $0.30
Price to Sales 133.7
Market Cap (Million) $829

WSTL
Book Value $2.01
Price to Book Value 3.55
Revenue per Share $2.37
Price to Sales 2.95
Market Cap (Million) $255


As for Tuts:
biz.yahoo.com
''They [tuts] are in a sweet spot of telecom,'' [also true of Westell] said Gail Bronson of market research firm IPO Monitor, adding that the company's efforts in DSL, or digital subscriber line technology, are meeting with success. DSL provides lightning-fast access to the Internet over standard copper telephone lines.

Based on the company's 11 million shares outstanding, it ended the day with a market value of about $620 million.

Not bad for a company that had a loss of $13.7 million in 1998 on revenue of $10.6 million. It is also targeting the home networking market, a now nascent industry that is forecast to surge. Market research firm Yankee Group forecasts there will be about 5 million new home networks by 2000.

Tut's 1998 loss widened from the $9.2 million it lost in 1997 on revenue of $6.2 million.

******

Which would you invest in?

My answer is Westell. Why pay $40 or $53 when Westell is at $6.75? It isn't going to take a rocket scientist to eventually figure out where the bargain is and a conservative quess as to where its going. That is why I will continue to buy Westell until the rest of the investment community catches up. Txn, Mot, Ala, ADI, PTT,BT, BA -- and through BA -- AOL. The board is getting set up and I like Westell's position.

Frank I hope sure you're smiling. Right now it will have to be an inner smile though.

All the best,
Michael