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Technology Stocks : Westell WSTL
WSTL 5.760+0.2%Dec 31 3:47 PM EST
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To: sargent who wrote (9116)1/23/1998 11:36:00 PM
From: Skiawal  Read Replies (2) of 21342
 
Some thoughts... A lot of people keep wondering why Westell does not promote contacts or product releases like the competition. Westell rose from the ranks of business where you do not tell the competition what you have until you are selling it!! When you are the leader in a particular area, everyone else will try to copy you.

At one time Westell was the number one supplier of NIU's to the RBOC's plus the major independants. But over time, the competition would get the product in their lab and use reverse engineering so they could compete. In a market like that, do you really want your competition to know what you have and what you are working on? WSTL still sells more NIU's than anyone, but WSTL does not have all the RBOC's anymore.

You let your customers and shareholders know that you mean business, but not everything that you are working on. You supply them what they need when they need it, and then your competition can start to copy you (after you have the lead)...
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