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Technology Stocks : Westell WSTL
WSTL 5.760+0.2%3:47 PM EST

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To: Michael F. Donadio who wrote (9144)1/25/1998 4:11:00 PM
From: Chemsync  Read Replies (1) of 21342
 
[WSTL-PAIR Merger

Hi Mike,

Re: Westell and PairGain merging.
I think their ill fitting. Pacific Bell and other big regional phone companies account for more than half of PairGain's sales. PacBell has selected Alcatel. Wouldn't Westell be merging with its competitor? Also, back in 1991 when PAIR was on the financial ropes Alcatel lent PAIR $5million so there must be some historical attachment there. I'm wondering if Alcatel would benefit from purchasing PAIR. PAIR has developed some sophiticated signal processing technology and Alcatel has manufacturing capacity. I own both WSTL and PAIR and have concluded there's plenty of market for each.

IMHO sg
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