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Technology Stocks : Westell WSTL

WSTL 6.040

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10:39 AM EST

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To: j rector who wrote (688)	9/28/1996 7:52:00 AM
From: Dave Hopkins	of 21342

J.R. and Bill, I had already posted on the NorTel issue on the Amati vs. Westell (DMT vs. CAP) thread when I saw your posts here. I appreciate your reasoning about an ultimate migration to DMT, but if CAP/QAM captures early market share, and engineers at NorTel, Paradyne, etc. continue to improve the CAP/QAM technology at the rate they have been doing, this migration may never happen. The NorTel product is going to be a blockbuster I suspect. As Loring Wirbel of EE Times and Kieran Taylor of Telechoice both say, NorTel is the wild card here. Dave

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