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

To: Mad Bomber who wrote (16218)	5/20/1999 6:17:00 PM
From: Skiawal	Read Replies (4) \| Respond to of 21342

Now I have heard it all...just reported on CNBC...CBOE is thinking of adding bandwidth futures...HMMM RE: CC...I thought it was very good. Although MZ said he did not expect wstl to turn a profit until fiscal yr 01, Why did I get the feeling he was being overly conservative and really expects profits to occur this fiscal yr????? I think the semans 3 contract promise still haunts WSTL and the last thing they want to do is over promise Wall Street again.

To: Mad Bomber who wrote (16218)	5/20/1999 11:35:00 PM
From: P314159d	Respond to of 21342

MB, you have to remember that the F-D pricing came after the first Q last year. not a valid comparison Good things in the PR are DSL UNIT sales up 73%! Why? Has anyone heard a take rate with BEL? Not I, and this is the first news that real sales growth is there! Clever wording on the PR. Figure the fact the first cost reduction DID NOT EVEN TAKE effect for the first full Q on DSL and you can plug in some MUCH better #'s in the next two qtrs. If you do this #'s stuff as I do, you'll see the bigger picture for FY00 more so FY01. In another qtr I think I will have enough to project fy01. The other analysts are furiously going to try the same.