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Technology Stocks : Westell WSTL
WSTL 6.0100.0%Dec 18 4:00 PM EST

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To: DR.TECH who wrote (10470)5/1/1998 7:53:00 PM
From: hal jordan  Read Replies (1) of 21342
 
Dr.Tech,

WSTL's largest win is BEL, by far. BEL is using WSTL ATU-Cs in a DSC chassis. WSTL did not win the dslam business at BEL. So I agree with your point:

>The Areas of large $$$ profits will come from Dslam's for the CO's and solving the DLC problems.<

However, not relative to WSTL. What happens when BEL goes to DMT. This will happen. DSC has a relationship with Aware for DMT, not WSTL. BEL can then replace all WSTL ATU-Cs in the future with other cards. Remember that WSTL did not win the dslam contract--DSC did. There is much to worry about in that regard for the future. Not near term, but longer term.

Hal
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