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Technology Stocks : Westell WSTL

WSTL 5.850

-1.0%

3:59 PM EST

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To: Skiawal who wrote (20558)	9/29/2000 1:46:52 AM
From: add	Read Replies (1) of 21342

PDYN blow is becuase of a Korean CLEC, dreamline that stopped orders. It says nothing about the US market, the CPE biz nor WSTL. If anything its a slight negative for EFNT. All this according to the PDYN CC this morning. This is all a shaking out of the ISP/CLEC guys, almost all of whom have never been profitable. The inherent demand for DSL is still strong. Its just a matter of who provides the service. Looks like it will the large well-capitalized companies who will dominate and all the small providers will get bought out or die off. This is all good for WSTL who almost exclusively sells to the big RBOCs and National Telecoms. Those that sell to the small CLECs are going to be wrose off so.The overall demand for DSL is extremely strong. WSTL is going to do great this quarter and even better next. Time to buy more!

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