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Technology Stocks : Westell WSTL
WSTL 5.890+1.6%3:50 PM EST

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To: don ryndak who wrote (9379)2/14/1998 1:06:00 PM
From: bill c.  Read Replies (3) of 21342
 
Don: Westell is banking on the ADSL version of xDSL taking off. Pairgain and Adtran are making money on the HDSL version of xDSL. The ADSL market is for the consumer market, while the HDSL "two-pair" is for T1 deployments. USWest recently stopped the HDSL "single-pair" deployment to go with a Netspeed ADSL solution and some proprietary Paradyne solution. HDSL is based on 2B1Q and ADSL is based on CAP or DMT. Westell has 3 major customers/contracts for it's ADSL products, BT, BA and GTE-CLEC. Those customers haven't placed volume orders yet... but then again Westell just signed a long term manufacturing contract with Dovatron. Dovatron has a number of manufacturing sites, but Westell is in agreement only to use the New York and Ireland sites. BA for the New York site and BT for the Ireland site... until later.
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