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

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To: pat mudge who wrote (743)10/8/1996 2:53:00 PM
From: Michael Bonnette   of 21342
 
Pat,

I've been mostly lurking around reading about the xDSL markets and I've seen your posts on AMTX and am interested in what specifically you think is the reason that WSTL is STILL valued at 3x AMTX. Do you think that AMTX is going to triple to catch up? I look at WSTL's financials and don't give them any more value than I give AMTX's lack of financials. I'm a sucker for financials/patents/etc, but I do know that sometimes you have to invest on the story. I know all about AMTX's technical underpinnings, but what is it exactly that makes WSTL deserve anything more than AMTX.

I'm heavy into AMTX and have been thinking about WSTL for awhile, and I always like dips to jump in.

I am not short WSTL, nor am I considering it.

Thanks,
Mike
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