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Technology Stocks : Westell WSTL

WSTL 6.100

-1.0%

Nov 14 9:30 AM EST

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To: The Phoenix who wrote (8935)	1/14/1998 12:59:00 PM
From: pat mudge	Read Replies (3) of 21342

[WSTL valuation] The bottom line is at this valuation is WSTL a takeover target??? You've asked some good questions. Those on valuations I'll let bill and others answer. My bias is that Westell made a strategic error when the market began endorsing DMT versus CAP and they appeared to ignore the warnings. They signed with MOT for CopperGold (repeatedly held up) and then attempted to buy Amati. What will it cost them to shift to DMT and what write-offs will be involved should CAP not be widely installed? These are questions I can't answer. I've heard they're a likely buyout candidate, but that's pure speculation. I know they shopped themselves around before the Amati attempt and I don't know what the response was. Perhaps someone else can add to the discussion. I've followed Amati carefully and only know Westell second-hand. Regards, Pat

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