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Technology Stocks : Westell WSTL

WSTL 6.450

+17.9%

11:34 AM EST

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To: Trey McAtee who wrote (9711)	3/13/1998 1:55:00 AM
From: PiedPiper	Read Replies (1) of 21342

Come work for Marc, Trey cuz I think he needs your salesmanship! WSTL IS worth more than 236m for ADSL, because of their history in the business ... and ... their DMT solutions on the horizon which can be MOT (the one that works now) or TXN ( the one that may work later at high power, cost, etc.) all which should integrate at the CO as the customer sees fit. And the T1 biz might fetch TLTN market value plus some 20 to 30 percent for the RIGHT company. That is one which would have a need to be in NIUs, various plug-ins for RBOCs,etc. I peg this at 120m. How 'bout you? Add adsl @ what 236 + 100m? That would leave us with about $12.50 per share? Remember I am a moron analyst, but somebody just might want to do the deal right there for other reasons. Reasons the street could not understand, at least not until they are informed how accretive it could end up.

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