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Technology Stocks : Westell WSTL
WSTL 5.410-2.5%Nov 19 3:59 PM EST

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To: bill c. who wrote (6449)9/26/1997 12:26:00 AM
From: j rector   of 21342
 
Hi bill c.,

I am and have been long WSTL in the past. I think
it is a well-run company. I have also observed the
CAP/DMT wars (as you have) over the past couple of
years. What always suprised me was that most of the
CAP-support activists on this and other threads had axes to grind
--i.e. they were either employees of GlobeSpan (ala Luke
Smithwick) or were somehow paid to be cheerleaders. While
I don't think either side has been completely honest, from
my understanding of signal processing and my conversations
w/communcations people far more expert than I, it appeared
that the 'debate' if one can call it that, was being twisted
by CAP supporters. I sincerely believe now, that Globspan, knowing
that it couldn't compete w/DMT on a technical basis, spent alot
of money on PR to try to sway the telcos. I also believe that
they have paid experts to write deceptive articles, etc. I guess
where money is at stake, people will do about anything.

I am also very disappointed in WSTL. It seems to me that everything
that has come out of Seaman's mouth to this point has been
inaccurate. No MOT chip. No contracts. etc etc. I'm getting
a little frustrated w/my WSTL investment and I wonder if they'll
be able to compete against the big boys given that they
have no real technology that they can call their own.

All this IMHO. If you've followed my posts on the AMTX thread,
you'll know that I have serious reservations about aspects of
AMTX, too. Unlike others on this thread,
(and the AMTX thread) I am not here to cheerlead.

Good Luck to All and Feel Free to Flame.
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