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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 (11450)6/10/1998 9:48:00 PM
From: bill c.  Read Replies (3) of 21342
 
Dr. Tech: Several different sources of information have clouded the BEL deployment issue... I'll list them:

1) Telechoice... "Bell Atlantic has indicated privately that it is strongly considering moving to DMT later in 1998."

2) BEL's RFP for DMT equipment. I think you eluded to that in a previous post. You indicated that BEL needs those RPF's now.

3) The Westell/DSC BEL release from Westell's home page. For some reason Westell placed INITIAL in the headline. "DSC and Westell Technologies to Supply Equipment for Initial Rollout of Bell Atlantic ADSL Services". Why state initial in the headline? The only other deployment release where I see Initial-deployment/phase-I mentioned is with BC. Westell wins Phase-I deployment, but BC selects Alcatel for phase II and the DSLAM contract. This gets back to Gary stating that "long term contracts are being signed". He must have been talking about Alcatel, Fujistu, NN, Ericsson, CSCO because Westell's contracts are for Initial and phase I deployments.

4) DSC and Alcatel merger. This doesn't give me a warm feeling.

The ONLY reason I'm not selling "besides the stock being ~$10/share" is "I feel" an integrated existing switch platform solution is the way for Westell to compete against Alcatel. I have my fingers crossed "great way to invest" that Westell can produce a timely DMT solution on the Lucent platform..... until later.
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