Westell WSTL Message Board

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Technology Stocks : Westell WSTL

WSTL 6.050

-1.3%

12:04 PM EST

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To: SteveG who wrote (7856)	11/20/1997 2:17:00 PM
From: bill c.	Read Replies (1) of 21342

SteveG: >> If COMS (say, or any large networker or telco integrater) wants to buy a C6X-DMT chipset, they will also likely get volume pricing and can FURTHER sell at a loss to win market share. << At this time, I don't see COMS getting a better price on the TI/AMTX solution than Westell. Westell feels they will have the low cost solution. Now if COMS wants to sell at a loss, owning or not-owning the patents doesn't matter. I think 14.8 million + $400 million in stock will enable Westell greater flexibility on pricing than owning the patents. Down deep, would I like to own the patents... sure, but not for $418.8 million... until later.

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