[ continued ]
After saying all the bads things that have gone wrong with Westell... I'm still holding my Westell shares. The mass deployable solution will include the existing Lucent, DSC and Nortel switches. If the RROC's want a stand-alone solution for round 1, it's going to be an Alcatel, Cisco, Fujitsu, etc solution. LU/Westell will provide an Integrated solution on the 5ESS (100,000-lines), SLC-5/SLC-2000(~20 million lines, not including SLC-96). Westell has lost round 1 "see my previous post" and they are valued correctly at ~$11/share... TAP + conf. srv. I view the integrated solution as the ultimate solution and Lucent/Westell will have that before the end of 1999. Can Westell provide a good price, when they only need to provide line cards?.. ie. no rack, power and BEL installers only need to plug in line cards.... I'm holding... not much downside on this stock... until later. |
