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Technology Stocks : Westell WSTL
WSTL 6.3300.0%Jan 29 3:59 PM EST
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To: cirrus who wrote (7815)11/20/1997 3:27:00 PM
From: bill small  Read Replies (1) of 21342
 
Tom, the agreement detail between TI and WSTL isn't something either company is going to release.

You ask why TI didn't buy WSTL. Simple; TI isn't in the system/telcom equipment. You might recall years ago they tried to compete with their customers in the PC business and that was a mistake. Likewise they don't intend to compete with the likes of WSTL for ADSL products. So in this sense, they have taken AMTX out of competition with WSTL and still given the "AMTX engineering expertise" to WSTL by virture of the strategic relationship.

I would suggest to everyone to listen to the WSTL conference call. Just try to hear the facts as Seamans relates them. Unless he is directly lying to us, WSTL is a better position now because of acquisition cost (of AMTX)avoidance and having TI (rather than WSTL)pay the AMTX engineers to colloborate on C6 and future chip development.

thanks for your views; keep the faith......Bill
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