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Technology Stocks : Westell WSTL

WSTL 6.440

+1.7%

Feb 2 3:55 PM EST

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To: Trey McAtee who wrote (9786)	3/18/1998 11:27:00 AM
From: cirrus	Read Replies (2) of 21342

Is WSTL still the consensus #1 in xDSL? A few years ago I went long WSTL because I believed WSTL was the leader in xDSL technology. The stock price action since then and the appearance of so many others in the xDSL market, as well as the lack of revenue and profits, makes me wonder just where WSTL stands now in relation to others in the industry. Is WSTL still the "stock to own" if you want to be in xDSL? TI took Amati, CSCO took Netspeed, but WSTL has what "could be" good relationships with Lucent, TI and others. The landscape has changed and I'm curious how other long term WSTL investors now see the overall picture. No analysts, please. <gr>

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