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Technology Stocks : Westell WSTL
WSTL 6.070-1.6%Dec 26 9:30 AM EST
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To: jas singh MD who wrote (7294)10/25/1997 3:40:00 AM
From: SteveG  Read Replies (1) of 21342
 
<If I remember correctly, I believe that it was GS who said that all of the contracts that they lost were because of one reason-no DMT solution.>

And why couldn't WSTL just buy DMT with CG? Because no CG, and it is rumored that it won't really be ready for a good while yet.

OK, what about C6X? THIS is likely a good part of why WSTL bought Amati.

But how long - conservatively - would it be reasonable till a workable (power, size, price) C6X DMT is available?

<I don't think the AMTX shareholders will EVER go for .9 of a WSTL share if it is trading at the level >

Aren't there some kind of lock-in costs that would make it difficult if not impossible for this to get axed by either company? Did I catch this correctly (.. I think from somewhere on SI)?

S
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