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Technology Stocks : Westell WSTL

WSTL 6.100

-1.0%

Nov 14 9:30 AM EST

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To: Trey McAtee who wrote (9683)	3/11/1998 12:30:00 PM
From: Vladimir Zelener	Read Replies (3) of 21342

Trey, <<.. the fact of the matter is that they can afford to wait because most of the DMT silicon available is not yet ready for prime time.>> AWRE is using ADI's DMT silicon and ORCTF is using LSI's DMT silicon, which I believe are in the field for quite a while and are being tested by a number of phone cos in US and in other countries. <<so, who is buying AWRE DMT? why buy it when you can get a WSTL solution using TXN chips. or MOT for that matter.>> Microsoft / Intel / CPQ specificaly mentioned the AWRE ADSL light modems for consumers in their announcement several weeks ago and this moved AWRE stock price from $11 to $14 in one day. CPQ might be serious buyer of AWRE's consumers oriented ADSL products. Besides I believe AWRE has crosslicensing agreements with COMS and ASND (if I am not mistaken). In the case of a take over AWRE has capitalization comparable with NetSpeed (around $260 mils), while WSTL's capitalization is significantly higher. WSTL solution using TXN/MOT chips A. are not WSTL exclusive and more important B. Have to be field tested for at least 1/2 or 1 year by RBOCs. <<if you are right, why is LU even bothering with WSTL?>> Trey I am not denying WSTL's leadership in CAP based ADSL carrier class modems. CAP silicon is a foster child of LU. I think LU in the partnership with WSTL is offering CAP's based ADSL right now to RBOCs, which might be upgraded to doual line discipline modems in the future, analogous to COMS' X2 and ASND's FLEX 56kbps being upgraded to support V.90 and old protocols.

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