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Technology Stocks : Westell WSTL

WSTL 5.700

-7.2%

Dec 29 3:56 PM EST

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To: kenneth kountz who wrote (15133)	2/11/1999 8:42:00 PM
From: Skiawal	Read Replies (3) of 21342

I really do appreciate Dr. Tech's information (just so disappointed today after it was up all day and ended up crashing though support level of 5 1/2...Afterall I need to blame someone, can't blame my own STUPID self!). Overall the Dr. has been right more than he has been wrong with his information...Unfortunately, He has Never been right about stock price predictions. What is so dam frustrating is that the news does NOT help the stock price when you and I know it should. If it weren't for Dr. Tech we would be totally clueless since the mgmt never says anything. However, after speaking with MZ the other day he said that is about to change which goes along with what the Dr. said about ML and M25. It really does come down to March 31...End of Qtr and Fiscal Year. By then the Financing plan and BEL DMT plan will be out (Hopefully the Dr. will be right). It seems that MZ is confident that WSTL can made enough money off of the CPE's and if the order is what we hope it will be from BEL...who better to supply CPE's to then one of the largest RBOC's in the country. By the way, a lot of you blame Seamans and mgmt for WSTL's failure to date but I see it differently. Years ago WSTL was 100% committed to CAP, it was not their fault that DMT was chosen to be the industry STD. So they reacted quickly and went to merge with AMTX (which was the right thing to do), unfortunately WSTL doesn't have the pockets that TI does and they lost AMTX to TI BUT NOT without locking up an excellent Preferred Pricing deal with TI for the Chips. Now lets discuss the promised chips...WSTL was PROMISED delivery of these chips in 1997, then 1998 and now 1999 (yet to be seen). They were also PROMISED all kinds of aggressive ADSL deployment from the RBOC's back in 1997, then 1998 and now 1999 (yet to be seen). If the industry wasn't let to believe that all of this DMT crap would be ready in 97/98 CAP would have been deployed initially and WSTL would have made a BOAT LOAD OF $$$$!!!! Now WSTL faces ridiculous price competition from ALA which they obviously canNOT compete with (nor can PAIR or ORCTF and CISCO has a shitty DSLAM and LU is still sleeping) and they know this, so they go after CPE business and quality DSLAM contracts (unfortunely small but profitable) and will get more than enough orders once ADSL is really deployed (large scale). To this day, I still believe that Seamans was PROMISED chips (from TI/MOT) and deployments/contracts from the RBOC's which unfortunately has yet to be delivered...IMHO it was not his fault that he made those promises to us only to be let down. Not WSTL mgmt's fault...Not Dr. Tech's fault...BUT IT IS EASY TO BLAME THEM...as I often do...IT IS JUST SO DAM FRUSTRATING SEEING ALL THESE INTERNET STOCKS FLY WHEN THEY SOLEY DEPEND ON FASTER INTERNET SPEED ACCESS which WSTL happens to be able to provide! Tomorrow is another day one less day until March 31! This has been worse than Chinese water torture! As Trey is will to go down with the ship...at this point what other choice is there but to wait and see.

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