Pi, I know you are a consistent contributor to this thread and appreciate your input. Your last post to me, however, may be the voice of lost causes, or just overly pessimistic. What does Westell do in your estimate besides nothing right? If you have a position in Westell, why? What is it you see as the future with regards to Westell? I for one would not be surprised if they are eventually bought out by whoever winds up being successful in ADSL deployment. Would Ala, or cisco, or ericy or even fujitsu be interested?
From where I stand, Westell has something substantial to offer in regard to ADSL. If they can't profit from it, maybe someone else can. Mark Zionsts said in his April statement that when real deployment of ADSL begins, Westell stands to do well. I found his statements credible and positive.
All the best, Michael |