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Technology Stocks : Westell WSTL
WSTL 5.470-0.2%3:43 PM EST

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To: Michael F. Donadio who wrote (18370)3/24/2000 10:57:00 AM
From: MikeM54321  Read Replies (2) of 21342
 
Michael- It was made very clear by Zionts that WSTL CPE is, "FULLY compatible with Alcatel's CO equipment." I've believe I have even heard Zionts say something along the lines of, "As Alcatel goes, so goes Westell." But that is as far as his statement ever seems to go in terms of detail.

As you probably know, there are a large number of DSL CPE equipment companies. As far as I know, most all comply to ANSI T1.413 standards. So, what exactly makes Westells' CPE so unique?

I sometimes think I may be missing something because the slew of recent upgrades by analysts. But none, that I'm aware of, took the Alcatel compatibility issue any further than Zionts has. So maybe it's just a matter of all analysts taking Ziont's Alcatel comments at face value. But if it's so important, you would think someone would add some color to the issue.

Maybe it's not even a relevant question in terms of short term stock price movement. Obviously the company is guiding the analysts estimates of CPE for Q4(ending March 2000) higher. I suppose that is what counts for now.

Anyway if you or anyone else can possibly add detail, it would be appreciated. Thanks. -MikeM(From Florida)
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