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Technology Stocks : Westell WSTL

WSTL 6.010

0.0%

Dec 18 3:07 PM EST

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To: Leroyt who wrote (20496)	9/21/2000 3:44:08 PM
From: Michael F. Donadio	Read Replies (1) of 21342

Leroyt, [conjecture] I am beginning to think that the abundance of Goldman Sachs accumulation may be related to the eventual spin off of CPI. They were the ones that did the Teltrend/WSTL merger so it is also likely they will be involved with the CPI. It is not more than 6 months down the road, and could be much sooner than that, so GS is probably already laying its strategy. As far as ASPs go they will only be getting hotter with the new computing architecture evolving between Oracle and Sunw. Sunw's recent purchase of Cobalt to get into the internet appliance space bespeaks ASPs emerging NOW, and all this DSL and Cable broadband rollout IS the catylst for the ASP market which at 56K was too limited. ASPs will be real big, Michael

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