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Technology Stocks : Westell WSTL
WSTL 5.550-2.6%Nov 18 3:55 PM EST
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To: mike cobble who wrote (18841)5/22/2000 1:15:00 PM
From: MikeM54321  Read Replies (2) of 21342
 
"My understanding from the cc, was that Alcatel Microelectronics was the major component supplier and as such, expensive. Numerous supply component companies will be coming on line soon,..."

MikeC- Well your statement above was quite prescient in light of today's ALA/LSI licensing agreement. But I don't recall during the CC, where it mentioned specifically that Alcatel chipsets was causing the poor gross margin problem. Was this in the CC and I may have missed it? Thanks. -MikeM(From Florida)
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