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Technology Stocks : Westell WSTL
WSTL 6.110+3.4%12:38 PM EST
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To: Kevin Thompson who wrote (10618)5/7/1998 5:43:00 PM
From: Robert L. Ray  Read Replies (2) of 21342
 
I think without question there's going to be some aquisitions in the xdsl industry. Cisco already aquired Netspeed. Ya gotta think that 3com is planning on an aquisition. I've just in the last week started reading up on all the players and bought a position in WSTL. Mainly because WSTL has more current sales in comparison to market cap than it's other pure play competitors. So I figure WSTL as the reletive value play in the group. 3com's US Robitics group is bound to be spending some sleepless nights thinking about xdsl aquisitions. Dell is coming out in the fall with modems on their computers that incorporate both 56K v.90, and xdsl technology. In all of my reading in the last week I just don't see 3 Com/US Robotics mentioned anywhere. So I feel they will soon aquire *somebody*. They can't afford to miss the train on this and they appear to be behind on it.

And ya LU would seem to be the other main candidate to aquire somebody. And since they have a relationship with WSTL then that's a nice possibility to think about.

One of my main thoughts on recently buying WSTL was just that from all I've read in the last coupla months I became convinced that xdsl technology was going to become widspread and rolled out in a big, big way over the next few years. I'm much more convinced of this than I am of cable net access becoming widespread in the next few years. When I saw what a bargain WSTL was I couldn't believe it. I jumped on it. WSTL doesn't appear to have quite as good press in the last few months as it's competitors, but sheese when I looked at current sales and market cap in comparison to them, and factored in it's longstanding commitment to xdsl it became a no brainer about which one to buy. I just believe that if xdsl becomes widespread then WSTL is bound to participate in some form or fashion.
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