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Technology Stocks : Westell WSTL

WSTL 6.010

0.0%

Dec 18 4:00 PM EST

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To: Dug who wrote (18139)	2/24/2000 11:43:00 PM
From: jeremic	Read Replies (2) of 21342

[Zionts!] I was very impressed with Marc's presentation at the conference. I thought his explanation of Westell's business and how its different from their competitor's (and the perception of many analysts) was excellent. His description of why the DSL modems are not a commodity like the 56k modem was interesting- because of the 'always on'connectivity and LAN characteristics DSL essentially becomes a router (and takes on router economics). His understanding of the overall landscape and the rationale for targeting specific markets was great- Now with more of the old timers around are we all finally strapped in? Congrats longs, and I think we're just beginning. fwiw jeremic

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