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Technology Stocks : Westell WSTL
WSTL 6.0100.0%Dec 18 3:07 PM EST
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To: kenneth kountz who wrote (10283)4/21/1998 9:30:00 PM
From: DR.TECH  Read Replies (3) of 21342
 
The market is obsessed with the Internet. Yet the internet will be stagnant for sizable comerce until the industry widens the pipe with broadband services(Xdsl,etc). The Xdsl vendors are at the mercy of the chip suppliers and the data equipment distributers will sell product in size when vendors can supply them product.I hope to see both MOT and TI have problem free working chips by May. This gives Westell about to months to produce working standard compliant equipment and at that point you will see BEL confident they can deploy, and you then will witness LU sales force get religion with ADSL. The customer demand is there, however the industry has learned harsh lessions with ISDN and 56k. This is why ADSL standards are so important and WESTELL stockholders will benefit when the market reacts to the equipment build-out for the internet. Content companies will be a flash in the pan until the industry can succesfully broaden the pipe and rid the planet of the WWW(world wide wait).
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