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Technology Stocks : Westell WSTL
WSTL 6.400+1.1%Jan 30 9:30 AM EST
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To: DR.TECH who wrote (11217)6/5/1998 8:08:00 AM
From: Skiawal  Read Replies (1) of 21342
 
I wonder what type of deal the dr. was referring to that is to be announced next week? <I would look for a LU type deal with DSC. >


<To: DR.TECH (11156 )
From: DR.TECH Wednesday, Jun 3 1998 12:37AM ET
Reply # of 11310
Each week gives more news on ADSL. This technology is only at the
beginning of many announcements and $$$$$. Wstl will be at superCom next
week. I would look for a LU type deal with DSC. Installed base switch
ADSL upgrades will really be hot. I would also look for a real nice TAP
alliance that will make some $$$$. AND YES....BEL soon!!!!!!!!I don't
think BEL will let supercom end without PR. >

I think the Dr. was indicating that BA will make their investment in WSTL by saying...<Next week annoucements should be the tip for any smart analyst(hard to find) that BEL DMT-2000 aint going no-where but with WSTL/DSC-DMT> since he posted this AFTER BA announced contract to WSTL.

<To: Neal Hopper (11216 )
From: DR.TECH Thursday, Jun 4 1998 12:53AM ET
Reply # of 11310
Look for WSTL/DSC to formalize their plans on DMT next week.....If you
listened to BEL CC they continually said that most of their CO equipment
was DSC. WELL we got BEL for 98 & 99. They don't plan on DMT till
2000.What next.....Remember BEL has alot of DSC equipment...Next week
annoucements should be the tip for any smart analyst(hard to find) that
BEL DMT-2000 aint going no-where but with WSTL/DSC-DMT...Also, BEL-ISDN
rewards will really accelerate demand for ADSL service.....I will say it
again, alliances with Equipment vendors that are in the CO's (LU & DSC)
will be huge.>

I still think ALA/DSC is only positive to WSTL in the end!
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