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Technology Stocks : Westell WSTL

WSTL 6.270

-3.1%

Jan 27 3:33 PM EST

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To: srvhap who wrote (10652)	5/9/1998 12:46:00 AM
From: Zephod	Read Replies (2) of 21342

>what do you see in WSTL's bal sheet that makes you comfortable? (Orckit still has 20+MM cash). Is WSTL cheap ?< Srvhap; It would seem the market has a problem with the Orckit story as its only trading at around 280M while Westell is trading at over 400M. Westell's balance sheet doesn't bother me, since you brought up cash -WSTL 50M cash & st equivalents, also WSTL only trading at 2.3X book, ORCTF 7.5X book. >Why is the technology better than Orckits Who said Westell's technology was better? Not sure what you mean. If your talking support of T1.413 Issue 2, compliant DMT solution I agree. >Orckit has there own silicon In this case I'm not sure this is an asset. <http://www.ti.com/sc/docs/news/1998/98010.htm> >Orckit has insider ownership around 65 percent (they believe in their comp) what is the insider ownership in WSTL. Since I would consider Class B shares insider owned...63% >WSTL puts the pieces together and is at the mercy of the big guys Big guys like Orckit? Are you saying the smaller players (including Orckit) aren't in the game? News to John McHale. >I am interested in why you think WSTL is a good investment here Bell Atlantic, LU, BT, GTE CLEC, to name a few Risk/Reward; Sorry I gotta go with Bob, Westell will see 24 before Orckit sees 40. JMHO Dave

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