Westell is clearly the leader in bringing xDSL to market. NUKO is clearly a leader in MPEG2 digital full-motion video. Question? What will be the consequence of this alliance on both NUKO and Westell stoc? Will the alliance greatly expedite the marketing of an affordable consumer item? Are there alternatives Wstell/NUKO solution that could produce and end-run? Will the Westell/NUKO alliance produce a marketable product that would be apatable to the telco, cable co., and the regular consumer that desire to have full video interactiviity on the internet. There may be an excellent investment opportunity here. Westell is still moderately priced (78 at the last look) if they can get but a fraction of this market. NUKO has only 10 million shares and is selling for about 17. This one has a potential for a 10 bagger. ALL COMMENTS, BOTH PRO AND CON, DEEPLY APPRECIATED. Also--What impacat will Westell's development alliances with Mcrosoft, GTE, U.S. West and AT&T have upon NUKO. It seems to me that NUKO hase lucked out on this one. Bill Gates has stated that he is committed to bring interactive voice , datat and video to the internet and has choosen WEstell's xDSL to achieve this.. |