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Technology Stocks : Westell WSTL

WSTL 6.170

+2.8%

Dec 24 12:44 PM EST

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To: Trey McAtee who wrote (10441)	4/30/1998 8:55:00 AM
From: Zephod	Read Replies (1) of 21342

>>>seems like some jackass from LU micro made comments today at the H&Q shindig about WSTL not having a relationship with LU Trey; This actually happened Tuesday, SteveG reported on the Aware thread and Neal posted some links disputing the statements. If you look at an intraday chart of Westell you'll see the sell-off started at around 2:45, about 15 min after Motorola's presentation ended. I think it had something to do with comments made by TXN and MOT at H&Q about chip availability. I don't think this should be a factor for Westell at this time. FlexCap II uses Globespan's RADSL chipset. Remember what Dr. Tech said about the DSLAM "Westell is the first to market with a CAP/DMT compatible DSLAM..first to market is important in a technology and Westell's DSLAM will help Telcos initially deploy without having to wait for the standards board" If this was the reason for the sell off it's a little like throwing the baby out with the bathwater. Seems to me this might actually benefit Westell, with respect to the other players, as they have the only DSLAM that supports CAP, deployable now, and DMT whenever they get the chips out.

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