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Technology Stocks : Westell WSTL

WSTL 6.010

0.0%

Dec 18 4:00 PM EST

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To: bill c. who wrote (7447)	11/1/1997 4:18:00 PM
From: pat mudge	Read Replies (3) of 21342

[Acquisition] Bill -- I like your line of thinking. No, Amati doesn't need a chip manufacturer. These are easily accessed off shore. And I'm curious about NetSpeed. I just wonder about the synergies and what it would cost to buy them. It appears they based their first products on Globespan's CAP and have an agreement with Motorola for DMT, so based on this, I'm assuming this puts their future in the same predicatment as Westell's before the merger. Their relationship with Nortel seems to be one of their key strengths. Other than their Telus contract for 2,500 lines, they're in several trials --- one in Georgia and one in Arkansas, and along with everyone else, one in Ina City, Japan. Their management team certainly is impressive. What about Ipsilon? ipsilon.com It's hard to estimate the value of a private company still in development stage. Pat

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