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Technology Stocks : Westell WSTL
WSTL 5.550-2.6%Nov 18 3:55 PM EST

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To: Trey McAtee who wrote (8444)12/18/1997 2:11:00 PM
From: JW@KSC  Read Replies (1) of 21342
 
Re: "alliances with EVERYONE and you are basically giving the tech away."

Amati gave nothing away, the technology required to conform to the ANSI & ETSI standand, was licenced inaccordance within the T1E1.4
guide lines in fair and reasonable terms. 5-7% was fair, plus the extras negeated with most, MOT, the exception as they were the first.

With TI, plus the royities they were to get paid for on chips, they had Software contracts, distributon and tech support, plus DMT packaged in Programable C6x Chip with the availblity of 4 ports per chip. Helps cut down on the heat in a DSLAM.

Amati had many other feature enhancements for DMT, which take you from the Econo version to QOS. Not to have been sold in fair and reasonable terms.

Amati's Allegro looks like a Lincon Mark VII next to the Westell SuperVision Taurus. Quality on the outside, leads you to see the quality under the hood. Westell does not own any IP, but it is a large player in the DSL industry, and a player I want a 2 pieces of, one to hold and one to day trade.

25,000 traded at 11:08, lot's of 10,000 share blocks traded.

Waiting for a large volume spike on the graph.

Two 20K trades at 14:08 & 14:10. Perhaps this may look better Friday.

Still very patient.
JW@KSC



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