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Technology Stocks : Westell WSTL

WSTL 6.100

-1.0%

Nov 14 9:30 AM EST

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To: pat mudge who wrote (8937)	1/14/1998 1:41:00 PM
From: bill c.	Read Replies (2) of 21342

Pat: I'm not going down the Westell valuation path again. On the DMT vs CAP issue, Westell will support both. Let's assume Westell did only DMT, they would have to write-off those power hunger LSI/Harris/ADI/ALA chips anyway. The silicon just isn't there for ADSL-heavy DMT. TI, MOT, ADI and ALA "R3" will eventually have the first DMT silicon for mass deployments. Westell was using ADI DMT silicon years ago with BT. Westell asked TI if they were interested in a DSP solution 2 years ago. I don't think Westell ignored the DMT side, but ADI and MOT both let down Westell. If Westell didn't have CAP, I doubt they would have won GTE-CLEC, BT, BA, etc... until later.

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