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Technology Stocks : Westell WSTL
WSTL 5.760+0.2%Dec 31 3:47 PM EST

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To: DR.TECH who wrote (12118)7/16/1998 10:23:00 AM
From: Dug  Read Replies (1) of 21342
 
Dr. Tech, good points, Im sure this isn't a laughing matter w/ many of the investors caught in @ higher prices. The long term focus is more of a critical point but the short term prices are also a critical issue for those trying to average down. Recent events w/ dmt chips delays adds credence to Wstl's game plan. I know Pair is advertising adsl & sdsl in one if not more of this weeks trade rags. Ive watched Pair beat up adsl over the last couple years & agree w/ your views here. Pair is a little late to the table & deliberately so. Im sure they are shooting for a fragmentation of the JPC also. I was also thinking we might see some dmt to cap converts if the Fcc does the right thing in a timely fashion. Remember Coms started w/ cap products also, given Csco & others strategy, again adds credence to Wstls game plan. If you will read some of the DMT vs CAP link I supplied last week you will see that WSTL has been line code agnostic for some time now which the street fails to see IMHO. Bottom line is that the RBOC's continue to delay & since this is the case WSLT is really in a position of strength for now as some cap is be deployed. Maybe these guys will wake up if WSTL lands a dmt contract. Intel is planing 1.2 gig chips in the not too distant future w/ 700 mhz by next year ? which was demonstrated in Hanover, Germany march of this year. Bandwidth will come & Im predicting a banner year for the stock market in the year 2000.

Dug
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