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Technology Stocks : Westell WSTL

WSTL 6.130

+8.7%

Nov 26 3:52 PM EST

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To: PeterR1700 who wrote (7859)	11/20/1997 2:45:00 PM
From: Frank Ferrari	Read Replies (1) of 21342

PeterR1700 After listening to the conference call yesterday I got the feeling that Seamans thinks Westell has a great position. He hinted at both first to market and cost advantage being built into the alliance agreement. Westell inherits Amati's customers and equipment and therefore still has a wedge into many of the deals. It sounds like Westell is still in a position to be involved with NEC and the VDSL development. I think they still have to be considered the adsl leader. I also believe that competition will increase as more big companies make their move. The bottom line is they need to land that first big contract to shore up their credibility. >>While the specific terms of the multi-year agreement remain undisclosed, Westell and its customers will realize immediate benefits including early access to TI DSP -- software based technology which provides low cost, standards compliant DMT ADSL systems. In addition, Westell and TI will closely cooperate in the development and evolution of emerging xDSL technologies such as G.Lite and VDSL using flexible DSP technology implementations that are expected to enable a smooth migration to a broad family of Westell DMT based xDSL system solutions. << If we could see the undisclosed terms I bet we would all feel better. biz.yahoo.com Cheers Frank

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