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Technology Stocks : Westell WSTL
WSTL 6.130+8.7%Nov 26 3:52 PM EST
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To: blue-ptcruiser who wrote (21051)12/9/2000 8:42:06 AM
From: Michael F. Donadio  Read Replies (1) of 21342
 
For those who are still watching WSTL, MZ gave a presentation at the 2nd Annual Lehman Brothers Telecom Conference in Florida yesterday which is available on the internet:

webcast.talkpoint.com

The presentation continues to present a bullish outlook on DSL and WSTL. He readily admits that WSTL is vulnerable to the deployment inconsistencies of the RBOCs but that DSL is happening and WSTL is positioned well in the DSL space for networking.

I find all the legal suits against WSTL reflective of the dashed hopes we all had that WSTL was growing to a position of strength only to see it really a lackey whipping-boy of the RBOCs who can not even cry out as they are being screwed. It's that vulnerability of WSTL that makes it a questionable investment vehicle IMO. Their major clients are the RBOCs which lie to regulators and the world as part of their strategy. WSTL becomes one of their bed fellows sworn to secrecy. I don't think the lawsuits have any merit, but are reflective of a country where everyone is suing everyone else when things don't go as expected -- look at AT&T. We actually should be suing Greenspan for raising interests rates too high and causing companies to cut back on cap-ex.

All the best,
Michael
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