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Technology Stocks : Westell WSTL

WSTL 5.760

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Dec 31 3:47 PM EST

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To: Oliver Ruppert who wrote (7197)	10/22/1997 7:17:00 PM
From: Curlton Latts	Read Replies (2) of 21342

Oliver R: Great post. Telechoice pegs WSTL in BC initial deployments. Alcatel is rumored winner of DSLAM and later ADSL modem deployments contract with their DMT 3.0 chip. From Telechoice: This deployment is an early market deployment and not the mass market deployment expected from the RFP that has been out for some months now. Sources close to the announcement say that the larger RFP -- for DSLAMs and DMT -- will go to Alcatel for broader service announcements next year. Alcatel reportedly is listing end-of-year dates for delivery of its DMT 3.0 chips, and a March 31 availability date for DSLAM. That would set up Summer 98 deployments of service. Bell Canada at this point has not returned calls yet, so we're waiting on final confirmation from the telco itself. Westell in the meanwhile will be moving full speed ahead with its own DSLAM plans in order to hopefully offset the Alcatel award. An Amati DMT-enabled SuperVision platform -- scheduled for beta testing by EOY97 and general availability in 1Q98 -- could give Bell Canada reason to rethink the decision to go with an Alcatel 3.0-enabled DSLAM. Westell contends that the Bell Canada RFP is a non-exclusive, non-commitment award, and therefore undoable. For now, however, it looks like an Alcatel award. telechoice.com Interesting first-to-market win for WSTL. I wonder how non-exclusive/non-commitment the full contract award really is. Frankly, I like being first delivery in the door now, but I'm not sure why that has resulted in an Alcatel win for later. Sounds strange and clearly does indicate that BC is leaving the door open for WSTL winning it all eventually. Tommorow the Admiral gets his shot at providing his views. Good Luck To Each And All Curly ~~~~~~~~~^^ [6.6] ....> [_]

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