Westell WSTL Message Board

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Technology Stocks : Westell WSTL

WSTL 5.610

+0.7%

3:48 PM EST

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To: Trey McAtee who wrote (7759)	11/20/1997 12:13:00 PM
From: Frank Ferrari	Read Replies (1) of 21342

Trey, Wondering what you think the next move will be. They have managed to peel the stock back to 17.5 - 17.75 not really what I expected, but it sure makes some of the out of the money calls look good. I find the discussion on the impact of the merger and strategic alliance fascinating. The analysts liked Westell alone, then they did not like Westell with Amati (intellectual property not important I guess), now they don't like Westell without Amati (intellectual property now important?). After listening to the conference call, I would think that Westell is well positioned for a number of contracts (nothing changed) and may have a cost advantage based on the alliance (possibly able to revisit Bell Canada and others) Any thoughts? Frank

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