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Technology Stocks : Westell WSTL
WSTL 6.490+1.1%10:28 AM EST

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To: bill c. who wrote (11286)6/4/1998 8:25:00 PM
From: Trey McAtee  Read Replies (2) of 21342
 
bill--

i have spent the last several hours looking at possible partners. it looks like LU is the most likely. the ability to provide a complete DSL solution (cap or DMT, g.lite or full rate) would be great. but the best part is the intimate knowledge of a competitors product. if that were to happen, i think BEL would shift focus from DSC to LU. and ALA could forget about getting all the JPC. of course when you factor in the value of a captive market for LUs products, chips, the deal makes a lot of sense.

NO ONE is going to get the entire contract. WSTL is way undervalued because ALA is never going to win outright. wall st. needs to wake up and understand it.

as a side note...it would have been nice for the company to have a CC of its own and let everyone know whats happening and generally talk up the BEL deal.

good luck to all,
trey
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