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Technology Stocks : Westell WSTL

WSTL 6.100

-1.0%

Nov 14 9:30 AM EST

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To: DR.TECH who wrote (10845)	5/17/1998 9:11:00 AM
From: Zephod	Read Replies (1) of 21342

>>How would the thread feel about an WSTL-ORCTF deal. I think it would be a mistake. I see lots of duplication and very little synergy here. I think problems associated with trying to merge these corporate cultures and products so close to deployment would be insurmountable, and would put them at least 6 months behind. Westell has access to international markets now through partnerships with Fujitsu and Lucent. GTE ILEC- if the street really believed GTE was going to deploy Orckit/Fujitsu in 300 central offices why does Orckit only have a $280M market cap. DT- definitely would be a plus Bottom line: none of these contracts are or will be exclusive. Westell says their product is price competitive and if that's the case, with the burgeoning market we all anticipate, Westell should have all the business they can handle. With regard to the silicon, I think Westell is better off with TXN, I don't see the advantage of manufacturing your own when someone else can probably do it cheaper and better. My opinion is that Westell is on the right track now with their current partners. Without standard compliant products the DSL market will go nowhere, and the way to interoperability is through the work of the groups like T1, ANSI and the ITU. When Motorola and TXN start producing their DSL chips (maybe this summer) in quantity and their PR machines go to work I think you're going to hear a lot about the need to have standard compliant products, which Westell will have. I say if Orckit has the need to become interoperable, produce a standard compliant DMT product and attend the interoperability workshops. Soapbox free. Dave (sorry Tom I don't buy the argument Nigel Cole is on the standards committee, there are over 100 voting members...that includes members from companies like Paradyne)

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