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Technology Stocks : Westell WSTL
WSTL 6.030-2.7%Jan 9 9:30 AM EST

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To: Greta who wrote (9138)1/25/1998 12:47:00 PM
From: Trey McAtee   of 21342
 
greta--

i am sceptical about the likelyhood of an ALA or netspeed win of GTE ILEC. GTE has trialed (to my knowledge) only WSTL and AMTX modems, so basically they have only used WSTL. in addition, all the GTE business units have contracts with WSTL for xDSL services. i dont think the ILEC is going to be any different.

righ now, netspeed doesnt have anything to my knowledge. i know they have announced a g.lite product, but i do not know if it has been released yet. i also think they have some good technology for modem pooling, but....i dont think these things are enough to derail a WSTL win.

as for ALA, they are the 500 lbs. gorilla. they could get some of the business, maybe an initial rollout order for DSLAMs, until WSTL gets theirs out the door. more than that, i doubt they will win.

good luck to all,
trey
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